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 | $63,646 | $62,586+1.7% | $76,768-17.1% | $64,186-0.8% |
| Participation rate | 63.0% | 72.8%-9.8pp | 77.0%-13.9pp | 69.6%-6.5pp |
| Annual return | -7.42% | -1.95%-5.5pp | 2.43%-9.9pp | 7.63%-15.1pp |
| Employer contribution / active EE | $511 | $1,832-72.1% | $2,485-79.4% | $2,381-78.5% |
| Participant deferral / active EE | $5,014 | $3,145+59.4% | $3,852+30.2% | $3,470+44.5% |
| Admin fee / account holder | $5,555 | $4,667+19.0% | $6,675-16.8% | $4,888+13.6% |