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 | $25,237 | $61,660-59.1% | $80,019-68.5% | $64,186-60.7% |
| Participation rate | 64.5% | 71.7%-7.2pp | 75.8%-11.3pp | 69.6%-5.1pp |
| Annual return | -6.69% | -0.33%-6.4pp | 11.22%-17.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $934 | $1,810-48.4% | $2,468-62.1% | $2,381-60.8% |
| Participant deferral / active EE | $3,416 | $2,968+15.1% | $3,686-7.3% | $3,470-1.5% |
| Admin fee / account holder | $7,668 | $5,417+41.6% | $6,521+17.6% | $4,888+56.9% |