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 | $192,844 | $63,355+204.4% | $91,989+109.6% | $72,985+164.2% |
| Participation rate | 69.0% | 72.5%-3.6pp | 78.6%-9.7pp | 69.5%-0.5pp |
| Annual return | 37.92% | 35.35%+2.6pp | 69.02%-31.1pp | 81.00%-43.1pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,845 | $4,883-41.7% | $5,923-52.0% | $3,607-21.1% |
| Admin fee / account holder | $5,064 | $4,668+8.5% | $7,743-34.6% | $5,124-1.2% |