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 5-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 | $132,492 | $88,751+49.3% | $81,812+61.9% | $145,922-9.2% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.3%-52.3pp | 80.3%-60.3pp |
| Annual return | 10.99% | 1025.40%-1014.4pp | 773.79%-762.8pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,269 | $3,083-58.8% | $2,912-56.4% | $4,660-72.8% |
| Participant deferral / active EE | $5,408 | $4,643+16.5% | $4,319+25.2% | $6,688-19.1% |
| Admin fee / account holder | $801 | $8,415-90.5% | $7,386-89.2% | $13,397-94.0% |