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 8-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 | $35,668 | $70,475-49.4% | $100,516-64.5% | $79,858-55.3% |
| Participation rate | 61.3% | 73.7%-12.4pp | 79.4%-18.1pp | 69.6%-8.3pp |
| Annual return | 45.13% | 21.90%+23.2pp | 30.89%+14.2pp | 31.71%+13.4pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,565 | $5,181+65.3% | $6,270+36.6% | $3,740+129.0% |
| Admin fee / account holder | $2,363 | $4,478-47.2% | $8,081-70.8% | $5,306-55.5% |