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 | $116,040 | $99,341+16.8% | $84,750+36.9% | $273,961-57.6% |
| Participation rate | 27.3% | 80.7%-53.4pp | 76.6%-49.3pp | 83.0%-55.7pp |
| Annual return | 5.08% | 22.93%-17.8pp | 22.78%-17.7pp | 41.45%-36.4pp |
| Employer contribution / active EE | $946 | $4,214-77.6% | $3,574-73.5% | $4,869-80.6% |
| Participant deferral / active EE | $1,800 | $4,269-57.8% | $3,712-51.5% | $5,287-66.0% |
| Admin fee / account holder | $35,082 | $6,644+428.0% | $5,332+557.9% | $10,132+246.3% |