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 | $98,566 | $85,766+14.9% | $136,294-27.7% | $70,131+40.5% |
| Participation rate | 43.8% | 74.2%-30.3pp | 81.9%-38.1pp | 69.5%-25.7pp |
| Annual return | 19.13% | 31.45%-12.3pp | 5155.94%-5136.8pp | 73.14%-54.0pp |
| Employer contribution / active EE | $1,481 | $2,966-50.1% | $4,695-68.5% | $2,342-36.8% |
| Participant deferral / active EE | $3,217 | $5,051-36.3% | $6,247-48.5% | $3,332-3.4% |
| Admin fee / account holder | $2,022 | $5,420-62.7% | $9,243-78.1% | $4,645-56.5% |