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 | $184,302 | $79,944+130.5% | $98,439+87.2% | $75,163+145.2% |
| Participation rate | 57.3% | 70.4%-13.1pp | 75.2%-17.9pp | 67.2%-9.9pp |
| Annual return | 14.06% | 19.75%-5.7pp | 21.16%-7.1pp | 160.62%-146.6pp |
| Employer contribution / active EE | $1,924 | $2,264-15.0% | $3,048-36.9% | $2,670-27.9% |
| Participant deferral / active EE | $2,764 | $3,752-26.3% | $4,738-41.7% | $4,125-33.0% |
| Admin fee / account holder | $21,969 | $6,840+221.2% | $8,948+145.5% | $5,651+288.8% |