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 | $67,484 | $69,977-3.6% | $108,579-37.8% | $62,891+7.3% |
| Participation rate | 63.3% | 72.9%-9.6pp | 79.6%-16.2pp | 69.3%-6.0pp |
| Annual return | 7.76% | 10.73%-3.0pp | -51.70%+59.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,827 | $2,135-14.4% | $3,758-51.4% | $2,281-19.9% |
| Participant deferral / active EE | $2,624 | $3,165-17.1% | $4,311-39.1% | $3,203-18.1% |
| Admin fee / account holder | $4,766 | $5,076-6.1% | $7,645-37.7% | $4,296+10.9% |