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 | $69,341 | $112,881-38.6% | $90,951-23.8% | $158,922-56.4% |
| Participation rate | 47.8% | 74.7%-26.9pp | 69.0%-21.2pp | 82.0%-34.1pp |
| Annual return | 13.99% | 215.79%-201.8pp | 134.60%-120.6pp | 302.83%-288.8pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,328 | $4,128-43.6% | $3,373-31.0% | $5,982-61.1% |
| Admin fee / account holder | $15,772 | $8,041+96.2% | $5,959+164.7% | $11,246+40.3% |