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 | $145,809 | $116,175+25.5% | $93,606+55.8% | $152,861-4.6% |
| Participation rate | 47.4% | 78.0%-30.7pp | 75.8%-28.5pp | 82.4%-35.1pp |
| Annual return | 23.38% | 35.96%-12.6pp | 32.76%-9.4pp | 345.32%-321.9pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,731 | $4,603-62.4% | $4,069-57.5% | $5,850-70.4% |
| Admin fee / account holder | $3,008 | $10,748-72.0% | $7,888-61.9% | $11,596-74.1% |