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 | $80,575 | $62,672+28.6% | $185,117-56.5% | $70,131+14.9% |
| Participation rate | 39.7% | 63.8%-24.1pp | 77.3%-37.6pp | 69.5%-29.9pp |
| Annual return | 16.21% | 40.79%-24.6pp | 40.50%-24.3pp | 73.14%-56.9pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,294 | $3,272+0.7% | $5,045-34.7% | $3,332-1.1% |
| Admin fee / account holder | $5,053 | $3,932+28.5% | $8,159-38.1% | $4,645+8.8% |