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 | $91,446 | $132,239-30.8% | $105,722-13.5% | $273,961-66.6% |
| Participation rate | 46.2% | 83.2%-37.0pp | 78.9%-32.8pp | 83.0%-36.9pp |
| Annual return | 2.80% | 10.07%-7.3pp | 12.25%-9.4pp | 41.45%-38.7pp |
| Employer contribution / active EE | $0 | $4,867-100.0% | $4,079-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,448 | $6,233-44.7% | $5,326-35.3% | $5,287-34.8% |
| Admin fee / account holder | $17,837 | $12,032+48.2% | $8,308+114.7% | $10,132+76.0% |