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 | $176,040 | $77,899+126.0% | $149,673+17.6% | $75,163+134.2% |
| Participation rate | 22.4% | 65.6%-43.2pp | 78.8%-56.4pp | 67.2%-44.8pp |
| Annual return | 14.47% | 31.72%-17.2pp | 134.42%-119.9pp | 160.62%-146.1pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,660 | $3,411-51.3% | $5,680-70.8% | $4,125-59.7% |
| Admin fee / account holder | $37,004 | $5,956+521.2% | $13,210+180.1% | $5,651+554.8% |