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 | $201,869 | $57,016+254.1% | $84,966+137.6% | $80,856+149.7% |
| Participation rate | 11.9% | 56.3%-44.5pp | 67.5%-55.6pp | 67.6%-55.8pp |
| Annual return | 16.66% | 21.66%-5.0pp | 66.38%-49.7pp | 35.59%-18.9pp |
| Employer contribution / active EE | $410 | $1,798-77.2% | $2,727-85.0% | $2,755-85.1% |
| Participant deferral / active EE | $1,931 | $3,110-37.9% | $4,519-57.3% | $4,296-55.0% |
| Admin fee / account holder | $14,976 | $4,980+200.7% | $6,149+143.6% | $6,918+116.5% |