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 | $177,538 | $86,929+104.2% | $102,423+73.3% | $80,856+119.6% |
| Participation rate | 63.9% | 72.4%-8.5pp | 76.5%-12.6pp | 67.6%-3.7pp |
| Annual return | 17.11% | 18.88%-1.8pp | 29.32%-12.2pp | 35.59%-18.5pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,920 | $4,118-53.4% | $5,053-62.0% | $4,296-55.3% |
| Admin fee / account holder | $43,263 | $8,049+437.5% | $9,451+357.8% | $6,918+525.4% |