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 | $217,068 | $57,541+277.2% | $95,745+126.7% | $75,163+188.8% |
| Participation rate | 57.6% | 62.5%-4.9pp | 72.3%-14.7pp | 67.2%-9.6pp |
| Annual return | 18.79% | 34.93%-16.1pp | 28.35%-9.6pp | 160.62%-141.8pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,835-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,298 | $3,074+7.3% | $4,245-22.3% | $4,125-20.1% |
| Admin fee / account holder | $17,866 | $4,099+335.9% | $5,678+214.7% | $5,651+216.2% |