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 | $157,893 | $86,929+81.6% | $102,423+54.2% | $80,856+95.3% |
| Participation rate | 35.9% | 72.4%-36.4pp | 76.5%-40.6pp | 67.6%-31.7pp |
| Annual return | 16.91% | 18.88%-2.0pp | 29.32%-12.4pp | 35.59%-18.7pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,190 | $4,118-22.5% | $5,053-36.9% | $4,296-25.7% |
| Admin fee / account holder | $23,592 | $8,049+193.1% | $9,451+149.6% | $6,918+241.0% |