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 | $82,945 | $56,277+47.4% | $80,975+2.4% | $62,891+31.9% |
| Participation rate | 31.0% | 69.0%-37.9pp | 75.8%-44.8pp | 69.3%-38.3pp |
| Annual return | 28.67% | 22.12%+6.6pp | 17.10%+11.6pp | 20.14%+8.5pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,477 | $4,195+30.5% | $5,696-3.9% | $3,203+71.0% |
| Admin fee / account holder | $5,018 | $3,741+34.2% | $5,516-9.0% | $4,296+16.8% |