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 | $114,475 | $78,422+46.0% | $95,952+19.3% | $79,858+43.3% |
| Participation rate | 32.7% | 73.5%-40.8pp | 77.1%-44.4pp | 69.6%-36.9pp |
| Annual return | 18.85% | 19.37%-0.5pp | 91.61%-72.8pp | 31.71%-12.9pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,684 | $3,440-51.0% | $4,167-59.6% | $3,740-55.0% |
| Admin fee / account holder | $19,442 | $5,622+245.8% | $6,795+186.1% | $5,306+266.4% |