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 | $127,597 | $87,037+46.6% | $106,201+20.1% | $80,874+57.8% |
| Participation rate | 27.5% | 70.4%-42.9pp | 75.3%-47.8pp | 67.6%-40.1pp |
| Annual return | 13.05% | 17.05%-4.0pp | 116.26%-103.2pp | 35.62%-22.6pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,170-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,788 | $3,986-5.0% | $5,012-24.4% | $4,297-11.8% |
| Admin fee / account holder | $4,900 | $8,434-41.9% | $11,039-55.6% | $6,935-29.3% |