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 | $131,872 | $110,502+19.3% | $80,716+63.4% | $167,490-21.3% |
| Participation rate | 43.5% | 64.0%-20.5pp | 54.2%-10.7pp | 82.1%-38.6pp |
| Annual return | 17.53% | 120.54%-103.0pp | 87.28%-69.8pp | 478.56%-461.0pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,624 | $2,871-8.6% | $2,146+22.3% | $6,341-58.6% |
| Admin fee / account holder | $2,816 | $4,545-38.0% | $3,380-16.7% | $12,309-77.1% |