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 | $146,836 | $99,032+48.3% | $80,019+83.5% | $135,375+8.5% |
| Participation rate | 60.0% | 78.4%-18.4pp | 75.8%-15.8pp | 82.6%-22.6pp |
| Annual return | -2.29% | 15.39%-17.7pp | 11.22%-13.5pp | 519.73%-522.0pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,533 | $4,282-17.5% | $3,686-4.1% | $5,609-37.0% |
| Admin fee / account holder | $38,384 | $10,436+267.8% | $6,521+488.6% | $10,827+254.5% |