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 | $61,353 | $154,228-60.2% | $145,433-57.8% | $137,256-55.3% |
| Participation rate | 31.3% | 83.8%-52.5pp | 82.1%-50.9pp | 80.0%-48.7pp |
| Annual return | 15.16% | 74.59%-59.4pp | 66.58%-51.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,455 | $8,216-57.9% | $7,897-56.2% | $6,407-46.1% |
| Admin fee / account holder | $3,568 | $14,344-75.1% | $13,129-72.8% | $12,270-70.9% |