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 | $105,666 | $60,349+75.1% | $74,183+42.4% | $62,891+68.0% |
| Participation rate | 57.3% | 72.7%-15.4pp | 76.6%-19.3pp | 69.3%-12.0pp |
| Annual return | 8.23% | 21.37%-13.1pp | 17.74%-9.5pp | 20.14%-11.9pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,001 | $2,856+75.1% | $3,550+40.9% | $3,203+56.1% |
| Admin fee / account holder | $19,125 | $4,261+348.8% | $5,586+242.4% | $4,296+345.2% |