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 | $102,124 | $78,705+29.8% | $117,854-13.3% | $70,131+45.6% |
| Participation rate | 60.6% | 73.2%-12.6pp | 79.7%-19.1pp | 69.5%-8.9pp |
| Annual return | 14.50% | 23.30%-8.8pp | 335.08%-320.6pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,020 | $2,223-54.1% | $3,786-73.1% | $2,342-56.5% |
| Participant deferral / active EE | $5,050 | $3,297+53.2% | $4,482+12.7% | $3,332+51.6% |
| Admin fee / account holder | $25,983 | $5,065+413.0% | $8,020+224.0% | $4,645+459.3% |