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 | $83,959 | $71,050+18.2% | $93,606-10.3% | $80,856+3.8% |
| Participation rate | 24.7% | 60.4%-35.7pp | 68.7%-44.0pp | 67.6%-42.9pp |
| Annual return | 18.54% | 11.26%+7.3pp | 133.20%-114.7pp | 35.59%-17.1pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,002 | $4,034-25.6% | $4,411-32.0% | $4,296-30.1% |
| Admin fee / account holder | $1,379 | $6,945-80.2% | $8,285-83.4% | $6,918-80.1% |