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 | $117,488 | $53,822+118.3% | $75,696+55.2% | $85,850+36.9% |
| Participation rate | 33.3% | 69.1%-35.7pp | 74.8%-41.5pp | 69.3%-36.0pp |
| Annual return | 41.13% | 24.54%+16.6pp | 104.53%-63.4pp | 318.53%-277.4pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,344 | $2,895-19.0% | $3,821-38.7% | $3,952-40.7% |
| Admin fee / account holder | $750 | $3,343-77.6% | $3,619-79.3% | $6,260-88.0% |