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 | $18,884 | $49,280-61.7% | $67,313-71.9% | $64,186-70.6% |
| Participation rate | 64.7% | 60.8%+3.9pp | 69.1%-4.4pp | 69.6%-4.9pp |
| Annual return | -3.36% | -1.39%-2.0pp | -4.08%+0.7pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,258 | $1,668-24.6% | $2,566-51.0% | $2,381-47.2% |
| Participant deferral / active EE | $2,453 | $2,484-1.3% | $3,568-31.3% | $3,470-29.3% |
| Admin fee / account holder | $2,976 | $3,863-22.9% | $4,507-34.0% | $4,888-39.1% |