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 5-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 | $137,608 | $58,208+136.4% | $81,812+68.2% | $80,856+70.2% |
| Participation rate | 45.7% | 63.4%-17.8pp | 72.3%-26.7pp | 67.6%-22.0pp |
| Annual return | 10.90% | 41.66%-30.8pp | 773.79%-762.9pp | 35.59%-24.7pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,761 | $3,281-15.9% | $4,319-36.1% | $4,296-35.7% |
| Admin fee / account holder | $24,307 | $4,981+388.0% | $7,386+229.1% | $6,918+251.4% |