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 | $56,941 | $54,726+4.0% | $68,793-17.2% | $64,186-11.3% |
| Participation rate | 67.3% | 68.0%-0.7pp | 72.2%-4.9pp | 69.6%-2.2pp |
| Annual return | -4.88% | -1.62%-3.3pp | -4.63%-0.3pp | 7.63%-12.5pp |
| Employer contribution / active EE | $574 | $1,846-68.9% | $2,625-78.2% | $2,381-75.9% |
| Participant deferral / active EE | $2,764 | $2,626+5.3% | $3,311-16.5% | $3,470-20.3% |
| Admin fee / account holder | $18,472 | $4,027+358.7% | $5,131+260.0% | $4,888+277.9% |