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 | $141,460 | $81,460+73.7% | $103,333+36.9% | $80,856+75.0% |
| Participation rate | 46.9% | 66.8%-20.0pp | 74.5%-27.6pp | 67.6%-20.8pp |
| Annual return | 23.83% | 25.55%-1.7pp | 24.88%-1.1pp | 35.59%-11.8pp |
| Employer contribution / active EE | $2,121 | $3,105-31.7% | $3,868-45.2% | $2,755-23.0% |
| Participant deferral / active EE | $5,742 | $3,869+48.4% | $5,057+13.5% | $4,296+33.7% |
| Admin fee / account holder | $900 | $6,566-86.3% | $8,355-89.2% | $6,918-87.0% |