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 | $120,824 | $74,927+61.3% | $101,794+18.7% | $84,808+42.5% |
| Participation rate | 40.6% | 61.4%-20.8pp | 69.2%-28.6pp | 68.3%-27.7pp |
| Annual return | 15.94% | 18.70%-2.8pp | 30.53%-14.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $535 | $1,522-64.8% | $2,289-76.6% | $2,631-79.7% |
| Participant deferral / active EE | $1,445 | $3,099-53.4% | $4,084-64.6% | $4,212-65.7% |
| Admin fee / account holder | $2,443 | $6,514-62.5% | $8,777-72.2% | $7,344-66.7% |