See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,423 | $57,016+74.4% | $84,966+17.0% | $80,856+23.0% |
| Participation rate | 52.8% | 56.3%-3.6pp | 67.5%-14.7pp | 67.6%-14.9pp |
| Annual return | 14.99% | 21.66%-6.7pp | 66.38%-51.4pp | 35.59%-20.6pp |
| Employer contribution / active EE | $2,079 | $1,798+15.6% | $2,727-23.8% | $2,755-24.5% |
| Participant deferral / active EE | $3,376 | $3,110+8.6% | $4,519-25.3% | $4,296-21.4% |
| Admin fee / account holder | $18,882 | $4,980+279.1% | $6,149+207.1% | $6,918+172.9% |