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 | $116,347 | $78,672+47.9% | $109,143+6.6% | $85,850+35.5% |
| Participation rate | 24.6% | 68.3%-43.6pp | 75.9%-51.2pp | 69.3%-44.7pp |
| Annual return | 16.13% | 25.09%-9.0pp | 25.75%-9.6pp | 318.53%-302.4pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,480 | $3,467-57.3% | $4,653-68.2% | $3,952-62.6% |
| Admin fee / account holder | $1,063 | $5,469-80.6% | $6,752-84.3% | $6,260-83.0% |