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 | $86,564 | $46,553+85.9% | $64,056+35.1% | $75,163+15.2% |
| Participation rate | 36.0% | 65.9%-29.9pp | 72.3%-36.3pp | 67.2%-31.2pp |
| Annual return | 21.46% | 26.03%-4.6pp | 33.69%-12.2pp | 160.62%-139.2pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,623 | $2,837-42.8% | $3,880-58.2% | $4,125-60.7% |
| Admin fee / account holder | $1,412 | $2,952-52.2% | $3,068-54.0% | $5,651-75.0% |