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 | $199,537 | $68,346+192.0% | $94,646+110.8% | $75,163+165.5% |
| Participation rate | 33.3% | 76.1%-42.8pp | 80.8%-47.5pp | 67.2%-33.9pp |
| Annual return | 18.09% | 616.93%-598.8pp | 156.71%-138.6pp | 160.62%-142.5pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,111 | $6,537-37.1% | $7,418-44.6% | $4,125-0.3% |
| Admin fee / account holder | $872 | $5,326-83.6% | $7,231-87.9% | $5,651-84.6% |