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 | $90,117 | $50,958+76.8% | $74,550+20.9% | $64,186+40.4% |
| Participation rate | 57.1% | 61.1%-3.9pp | 69.1%-12.0pp | 69.6%-12.4pp |
| Annual return | -7.04% | -1.86%-5.2pp | 32.53%-39.6pp | 7.63%-14.7pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,147 | $2,301-6.7% | $3,108-30.9% | $3,470-38.1% |
| Admin fee / account holder | $3,689 | $4,223-12.6% | $5,060-27.1% | $4,888-24.5% |