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 | $179,497 | $60,124+198.5% | $90,404+98.6% | $79,858+124.8% |
| Participation rate | 56.8% | 65.0%-8.2pp | 72.7%-15.9pp | 69.6%-12.8pp |
| Annual return | 14.96% | 71.94%-57.0pp | 1293.02%-1278.1pp | 31.71%-16.7pp |
| Employer contribution / active EE | $9,242 | $2,068+347.0% | $3,262+183.3% | $2,471+274.0% |
| Participant deferral / active EE | $6,968 | $2,938+137.2% | $3,963+75.8% | $3,740+86.3% |
| Admin fee / account holder | $6,211 | $3,976+56.2% | $5,611+10.7% | $5,306+17.0% |