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 | $137,025 | $83,477+64.1% | $125,175+9.5% | $72,985+87.7% |
| Participation rate | 68.9% | 73.3%-4.5pp | 79.8%-10.9pp | 69.5%-0.6pp |
| Annual return | 24.78% | 25.78%-1.0pp | 43.79%-19.0pp | 81.00%-56.2pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,713 | $3,585+31.5% | $4,937-4.5% | $3,607+30.7% |
| Admin fee / account holder | $9,494 | $5,517+72.1% | $9,702-2.1% | $5,124+85.3% |