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 | $127,860 | $63,355+101.8% | $91,989+39.0% | $72,985+75.2% |
| Participation rate | 59.4% | 72.5%-13.1pp | 78.6%-19.3pp | 69.5%-10.1pp |
| Annual return | 25.54% | 35.35%-9.8pp | 69.02%-43.5pp | 81.00%-55.5pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,391 | $4,883-30.5% | $5,923-42.7% | $3,607-6.0% |
| Admin fee / account holder | $28,511 | $4,668+510.8% | $7,743+268.2% | $5,124+456.4% |