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 | $108,985 | $65,041+67.6% | $90,951+19.8% | $79,858+36.5% |
| Participation rate | 66.0% | 61.6%+4.4pp | 69.0%-3.0pp | 69.6%-3.6pp |
| Annual return | 15.50% | 30.45%-14.9pp | 134.60%-119.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,235 | $2,512-11.0% | $3,373-33.7% | $3,740-40.2% |
| Admin fee / account holder | $9,608 | $4,536+111.8% | $5,959+61.2% | $5,306+81.1% |