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 | $100,474 | $123,793-18.8% | $177,821-43.5% | $79,858+25.8% |
| Participation rate | 42.3% | 84.7%-42.3pp | 87.7%-45.4pp | 69.6%-27.3pp |
| Annual return | 25.86% | 22.82%+3.0pp | 48.32%-22.5pp | 31.71%-5.9pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,151 | $5,956+36.8% | $7,714+5.7% | $3,740+117.9% |
| Admin fee / account holder | $16,885 | $7,243+133.1% | $12,427+35.9% | $5,306+218.2% |