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 | $94,652 | $53,822+75.9% | $75,696+25.0% | $85,850+10.3% |
| Participation rate | 58.9% | 69.1%-10.1pp | 74.8%-15.9pp | 69.3%-10.4pp |
| Annual return | 28.74% | 24.54%+4.2pp | 104.53%-75.8pp | 318.53%-289.8pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,715 | $2,895-6.2% | $3,821-28.9% | $3,952-31.3% |
| Admin fee / account holder | $1,393 | $3,343-58.3% | $3,619-61.5% | $6,260-77.8% |