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 6-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 | $153,277 | $88,083+74.0% | $164,813-7.0% | $74,495+105.8% |
| Participation rate | 53.2% | 73.0%-19.8pp | 78.6%-25.4pp | 67.2%-14.0pp |
| Annual return | 12.66% | 17.26%-4.6pp | 69.93%-57.3pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $3,029 | $2,593+16.8% | $4,341-30.2% | $2,623+15.5% |
| Participant deferral / active EE | $6,656 | $4,498+48.0% | $6,031+10.4% | $4,346+53.2% |
| Admin fee / account holder | $23,385 | $2,234+946.9% | $12,690+84.3% | $1,942+1104.3% |