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 | $127,478 | $53,127+139.9% | $86,590+47.2% | $70,131+81.8% |
| Participation rate | 67.9% | 65.3%+2.5pp | 73.5%-5.7pp | 69.5%-1.7pp |
| Annual return | 22.26% | 27.66%-5.4pp | 964.84%-942.6pp | 73.14%-50.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,020 | $2,696+160.4% | $3,609+94.5% | $3,332+110.7% |
| Admin fee / account holder | $37,452 | $3,585+944.6% | $4,906+663.4% | $4,645+706.2% |