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 | $176,472 | $84,808+108.1% | - | $84,808+108.1% |
| Participation rate | 32.1% | 68.3%-36.2pp | - | 68.3%-36.2pp |
| Annual return | 14.36% | 40.90%-26.5pp | - | 40.90%-26.5pp |
| Employer contribution / active EE | $1,140 | $2,631-56.7% | - | $2,631-56.7% |
| Participant deferral / active EE | $3,067 | $4,212-27.2% | - | $4,212-27.2% |
| Admin fee / account holder | $31,214 | $7,344+325.0% | - | $7,344+325.0% |