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 | $174,083 | $86,929+100.3% | $102,423+70.0% | $80,856+115.3% |
| Participation rate | 57.1% | 72.4%-15.2pp | 76.5%-19.3pp | 67.6%-10.5pp |
| Annual return | 12.55% | 18.88%-6.3pp | 29.32%-16.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,235 | $2,369-47.9% | $3,023-59.1% | $2,755-55.2% |
| Participant deferral / active EE | $3,244 | $4,118-21.2% | $5,053-35.8% | $4,296-24.5% |
| Admin fee / account holder | $65,392 | $8,049+712.4% | $9,451+591.9% | $6,918+845.2% |