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 | $163,908 | $105,931+54.7% | $81,930+100.1% | $158,922+3.1% |
| Participation rate | 42.9% | 75.6%-32.8pp | 72.0%-29.1pp | 82.0%-39.1pp |
| Annual return | 10.90% | 38.17%-27.3pp | 29.49%-18.6pp | 302.83%-291.9pp |
| Employer contribution / active EE | $0 | $7,800-100.0% | $4,310-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,853 | $13,003-85.8% | $7,107-73.9% | $5,982-69.0% |
| Admin fee / account holder | $1,165 | $8,489-86.3% | $5,158-77.4% | $11,246-89.6% |