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 | $115,751 | $68,719+68.4% | $91,541+26.4% | $84,808+36.5% |
| Participation rate | 19.2% | 64.5%-45.3pp | 69.8%-50.5pp | 68.3%-49.1pp |
| Annual return | 14.17% | 19.12%-4.9pp | 20.50%-6.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,405 | $3,136-55.2% | $4,008-64.9% | $4,212-66.6% |
| Admin fee / account holder | $5,135 | $5,786-11.3% | $6,956-26.2% | $7,344-30.1% |