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 | $70,471 | $48,265+46.0% | $68,791+2.4% | $68,494+2.9% |
| Participation rate | 54.2% | 60.7%-6.5pp | 69.0%-14.9pp | 67.9%-13.7pp |
| Annual return | -15.38% | -12.71%-2.7pp | -6.38%-9.0pp | -7.84%-7.5pp |
| Employer contribution / active EE | $610 | $1,829-66.7% | $2,655-77.0% | $2,596-76.5% |
| Participant deferral / active EE | $2,088 | $2,867-27.1% | $3,941-47.0% | $4,027-48.1% |
| Admin fee / account holder | $3,961 | $4,355-9.1% | $4,932-19.7% | $5,403-26.7% |