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 | $156,441 | $77,145+102.8% | $108,410+44.3% | $85,850+82.2% |
| Participation rate | 40.3% | 74.7%-34.4pp | 80.1%-39.8pp | 69.3%-29.0pp |
| Annual return | 16.57% | 44.54%-28.0pp | 905.27%-888.7pp | 318.53%-302.0pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,437 | $5,566-38.3% | $6,563-47.6% | $3,952-13.0% |
| Admin fee / account holder | $1,036 | $5,172-80.0% | $7,295-85.8% | $6,260-83.5% |