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 | $126,865 | $110,257+15.1% | $96,544+31.4% | $139,434-9.0% |
| Participation rate | 68.8% | 78.1%-9.3pp | 76.0%-7.2pp | 80.3%-11.6pp |
| Annual return | 17.45% | 26.32%-8.9pp | 25.84%-8.4pp | 372.94%-355.5pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,542 | $5,548-36.2% | $4,851-27.0% | $6,710-47.2% |
| Admin fee / account holder | $7,294 | $11,591-37.1% | $8,252-11.6% | $11,403-36.0% |