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 | $75,111 | $72,177+4.1% | $115,037-34.7% | $59,632+26.0% |
| Participation rate | 65.5% | 72.6%-7.1pp | 81.4%-15.9pp | 68.7%-3.2pp |
| Annual return | -0.35% | 12.02%-12.4pp | 26.14%-26.5pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $1,458 | $2,841-48.7% | $4,608-68.4% | $2,203-33.8% |
| Participant deferral / active EE | $3,528 | $4,783-26.2% | $6,026-41.5% | $3,192+10.5% |
| Admin fee / account holder | $4,432 | $4,927-10.0% | $8,175-45.8% | $4,297+3.1% |