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 | $154,590 | $71,050+117.6% | $93,606+65.1% | $80,856+91.2% |
| Participation rate | 31.6% | 60.4%-28.8pp | 68.7%-37.1pp | 67.6%-36.1pp |
| Annual return | 14.91% | 11.26%+3.6pp | 133.20%-118.3pp | 35.59%-20.7pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,633 | $4,034-34.7% | $4,411-40.3% | $4,296-38.7% |
| Admin fee / account holder | $33,637 | $6,945+384.3% | $8,285+306.0% | $6,918+386.2% |