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 | $85,012 | $125,758-32.4% | $169,993-50.0% | $75,163+13.1% |
| Participation rate | 58.3% | 83.6%-25.3pp | 87.0%-28.7pp | 67.2%-8.9pp |
| Annual return | 18.23% | 27.20%-9.0pp | 53.37%-35.1pp | 160.62%-142.4pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $10,455 | $6,837+52.9% | $10,408+0.5% | $4,125+153.5% |
| Admin fee / account holder | $3,372 | $8,173-58.7% | $12,815-73.7% | $5,651-40.3% |