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 | $136,205 | $91,552+48.8% | $133,956+1.7% | $79,858+70.6% |
| Participation rate | 69.4% | 73.3%-4.0pp | 79.8%-10.5pp | 69.6%-0.2pp |
| Annual return | 10.33% | 61.85%-51.5pp | 45.09%-34.8pp | 31.71%-21.4pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,291 | $3,733+41.7% | $5,048+4.8% | $3,740+41.5% |
| Admin fee / account holder | $703 | $6,321-88.9% | $8,927-92.1% | $5,306-86.7% |