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 | $175,525 | $105,630+66.2% | $87,507+100.6% | $273,961-35.9% |
| Participation rate | 64.3% | 78.2%-13.9pp | 73.8%-9.6pp | 83.0%-18.7pp |
| Annual return | 5.62% | 12.25%-6.6pp | 12.21%-6.6pp | 41.45%-35.8pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,569 | $3,601-28.7% | $3,149-18.4% | $5,287-51.4% |
| Admin fee / account holder | $27,914 | $4,781+483.9% | $4,221+561.4% | $10,132+175.5% |