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 | $106,850 | $70,669+51.2% | $169,368-36.9% | $75,163+42.2% |
| Participation rate | 68.8% | 64.8%+4.0pp | 77.1%-8.4pp | 67.2%+1.6pp |
| Annual return | 17.81% | 36.36%-18.6pp | 405.60%-387.8pp | 160.62%-142.8pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,183 | $4,311-26.2% | $6,221-48.8% | $4,125-22.8% |
| Admin fee / account holder | $34,869 | $5,402+545.4% | $9,003+287.3% | $5,651+517.1% |