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 | $63,776 | $109,881-42.0% | $150,045-57.5% | $84,808-24.8% |
| Participation rate | 46.2% | 76.1%-29.8pp | 82.3%-36.1pp | 68.3%-22.1pp |
| Annual return | 24.73% | 28.25%-3.5pp | 62.55%-37.8pp | 40.90%-16.2pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,707 | $6,636-14.0% | $7,997-28.6% | $4,212+35.5% |
| Admin fee / account holder | $19,888 | $8,568+132.1% | $13,435+48.0% | $7,344+170.8% |