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 | $157,314 | $65,561+139.9% | $86,188+82.5% | $75,163+109.3% |
| Participation rate | 48.4% | 60.5%-12.1pp | 69.0%-20.6pp | 67.2%-18.8pp |
| Annual return | 18.59% | 46.05%-27.5pp | 1168.45%-1149.9pp | 160.62%-142.0pp |
| Employer contribution / active EE | $1,092 | $1,553-29.7% | $2,380-54.1% | $2,670-59.1% |
| Participant deferral / active EE | $4,509 | $3,024+49.1% | $3,985+13.1% | $4,125+9.3% |
| Admin fee / account holder | $61,356 | $5,474+1020.9% | $6,852+795.5% | $5,651+985.8% |