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 | $85,800 | $65,365+31.3% | $92,893-7.6% | $72,985+17.6% |
| Participation rate | 23.4% | 68.3%-44.9pp | 76.0%-52.6pp | 69.5%-46.0pp |
| Annual return | 21.34% | 42.10%-20.8pp | 109.41%-88.1pp | 81.00%-59.7pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,477 | $3,128-52.8% | $4,236-65.1% | $3,607-59.1% |
| Admin fee / account holder | $13,966 | $4,251+228.5% | $5,794+141.0% | $5,124+172.5% |