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 | $187,756 | $78,422+139.4% | $95,952+95.7% | $79,858+135.1% |
| Participation rate | 63.0% | 73.5%-10.5pp | 77.1%-14.1pp | 69.6%-6.7pp |
| Annual return | 14.70% | 19.37%-4.7pp | 91.61%-76.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,227 | $3,440+22.9% | $4,167+1.4% | $3,740+13.0% |
| Admin fee / account holder | $2,807 | $5,622-50.1% | $6,795-58.7% | $5,306-47.1% |