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 | $118,500 | $50,958+132.5% | $74,550+59.0% | $64,186+84.6% |
| Participation rate | 45.8% | 61.1%-15.2pp | 69.1%-23.3pp | 69.6%-23.7pp |
| Annual return | -5.92% | -1.86%-4.1pp | 32.53%-38.4pp | 7.63%-13.5pp |
| Employer contribution / active EE | $509 | $1,115-54.4% | $1,961-74.1% | $2,381-78.6% |
| Participant deferral / active EE | $3,022 | $2,301+31.3% | $3,108-2.8% | $3,470-12.9% |
| Admin fee / account holder | $8,167 | $4,223+93.4% | $5,060+61.4% | $4,888+67.1% |