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 | $147,487 | $78,672+87.5% | $109,143+35.1% | $85,850+71.8% |
| Participation rate | 46.6% | 68.3%-21.7pp | 75.9%-29.3pp | 69.3%-22.7pp |
| Annual return | 15.14% | 25.09%-9.9pp | 25.75%-10.6pp | 318.53%-303.4pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,629 | $3,467-24.2% | $4,653-43.5% | $3,952-33.5% |
| Admin fee / account holder | $8,678 | $5,469+58.7% | $6,752+28.5% | $6,260+38.6% |