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 | $181,444 | $65,246+178.1% | $98,716+83.8% | $67,986+166.9% |
| Participation rate | 48.3% | 51.4%-3.2pp | 69.3%-21.0pp | 57.2%-9.0pp |
| Annual return | 14.25% | 20.58%-6.3pp | 31.81%-17.6pp | 31.67%-17.4pp |
| Employer contribution / active EE | $576 | $1,042-44.7% | $2,279-74.7% | $2,019-71.5% |
| Participant deferral / active EE | $4,080 | $2,594+57.3% | $4,048+0.8% | $3,358+21.5% |
| Admin fee / account holder | $6,443 | $4,561+41.3% | $8,703-26.0% | $3,203+101.2% |