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 | $144,750 | $91,190+58.7% | $178,490-18.9% | $79,858+81.3% |
| Participation rate | 24.0% | 69.2%-45.2pp | 81.9%-57.9pp | 69.6%-45.6pp |
| Annual return | 13.21% | 24.19%-11.0pp | 151.07%-137.9pp | 31.71%-18.5pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,139 | $3,236-33.9% | $5,202-58.9% | $3,740-42.8% |
| Admin fee / account holder | $702 | $6,751-89.6% | $13,984-95.0% | $5,306-86.8% |