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 | $92,040 | $67,606+36.1% | $82,313+11.8% | $70,131+31.2% |
| Participation rate | 57.1% | 72.8%-15.6pp | 76.9%-19.8pp | 69.5%-12.4pp |
| Annual return | 18.62% | 21.57%-2.9pp | 25.88%-7.3pp | 73.14%-54.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,705 | $2,987-9.4% | $3,706-27.0% | $3,332-18.8% |
| Admin fee / account holder | $18,721 | $4,512+314.9% | $5,608+233.8% | $4,645+303.0% |