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 | $215,819 | $62,586+244.8% | $76,768+181.1% | $64,186+236.2% |
| Participation rate | 64.0% | 72.8%-8.8pp | 77.0%-13.0pp | 69.6%-5.6pp |
| Annual return | -2.13% | -1.95%-0.2pp | 2.43%-4.6pp | 7.63%-9.8pp |
| Employer contribution / active EE | $778 | $1,832-57.5% | $2,485-68.7% | $2,381-67.3% |
| Participant deferral / active EE | $7,107 | $3,145+126.0% | $3,852+84.5% | $3,470+104.8% |
| Admin fee / account holder | $3,163 | $4,667-32.2% | $6,675-52.6% | $4,888-35.3% |