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 | $86,489 | $67,606+27.9% | $82,313+5.1% | $70,131+23.3% |
| Participation rate | 43.9% | 72.8%-28.8pp | 76.9%-33.0pp | 69.5%-25.6pp |
| Annual return | 18.80% | 21.57%-2.8pp | 25.88%-7.1pp | 73.14%-54.3pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,639 | $2,987-45.1% | $3,706-55.8% | $3,332-50.8% |
| Admin fee / account holder | $672 | $4,512-85.1% | $5,608-88.0% | $4,645-85.5% |