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 | $82,402 | $62,586+31.7% | $76,768+7.3% | $64,186+28.4% |
| Participation rate | 41.3% | 72.8%-31.5pp | 77.0%-35.6pp | 69.6%-28.2pp |
| Annual return | -3.98% | -1.95%-2.0pp | 2.43%-6.4pp | 7.63%-11.6pp |
| Employer contribution / active EE | $512 | $1,832-72.0% | $2,485-79.4% | $2,381-78.5% |
| Participant deferral / active EE | $2,722 | $3,145-13.4% | $3,852-29.3% | $3,470-21.5% |
| Admin fee / account holder | $8,487 | $4,667+81.9% | $6,675+27.1% | $4,888+73.6% |