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 | $108,684 | $81,248+33.8% | $155,509-30.1% | $80,856+34.4% |
| Participation rate | 37.0% | 66.2%-29.2pp | 78.2%-41.1pp | 67.6%-30.6pp |
| Annual return | 15.41% | 33.31%-17.9pp | 64.67%-49.3pp | 35.59%-20.2pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,037 | $3,452-70.0% | $5,626-81.6% | $4,296-75.9% |
| Admin fee / account holder | $1,798 | $7,997-77.5% | $15,912-88.7% | $6,918-74.0% |