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 | $130,665 | $98,750+32.3% | $149,696-12.7% | $79,858+63.6% |
| Participation rate | 66.0% | 75.8%-9.7pp | 82.5%-16.4pp | 69.6%-3.6pp |
| Annual return | 22.71% | 27.43%-4.7pp | 276.60%-253.9pp | 31.71%-9.0pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,062 | $5,680+41.9% | $6,842+17.8% | $3,740+115.6% |
| Admin fee / account holder | $5,187 | $6,053-14.3% | $9,309-44.3% | $5,306-2.3% |