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 | $95,547 | $80,968+18.0% | $96,544-1.0% | $75,163+27.1% |
| Participation rate | 37.1% | 71.8%-34.6pp | 76.0%-38.8pp | 67.2%-30.0pp |
| Annual return | 20.10% | 27.06%-7.0pp | 25.84%-5.7pp | 160.62%-140.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,780 | $3,928-54.7% | $4,851-63.3% | $4,125-56.8% |
| Admin fee / account holder | $6,790 | $6,724+1.0% | $8,252-17.7% | $5,651+20.2% |