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 | $58,168 | $43,327+34.3% | $59,878-2.9% | $64,186-9.4% |
| Participation rate | 60.0% | 69.2%-9.2pp | 74.7%-14.7pp | 69.6%-9.6pp |
| Annual return | -6.14% | -1.55%-4.6pp | 3.46%-9.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,108 | $2,028-45.4% | $2,722-59.3% | $2,381-53.5% |
| Participant deferral / active EE | $2,397 | $2,546-5.9% | $3,402-29.5% | $3,470-30.9% |
| Admin fee / account holder | $3,824 | $3,005+27.3% | $3,590+6.5% | $4,888-21.8% |