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 | $129,042 | $100,041+29.0% | $149,718-13.8% | $70,131+84.0% |
| Participation rate | 53.3% | 83.6%-30.3pp | 87.1%-33.7pp | 69.5%-16.2pp |
| Annual return | 16.68% | 27.43%-10.7pp | 1501.63%-1484.9pp | 73.14%-56.5pp |
| Employer contribution / active EE | $2,061 | $3,662-43.7% | $5,445-62.1% | $2,342-12.0% |
| Participant deferral / active EE | $3,390 | $4,983-32.0% | $6,569-48.4% | $3,332+1.7% |
| Admin fee / account holder | $5,321 | $8,286-35.8% | $11,283-52.8% | $4,645+14.6% |