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 | $82,303 | $56,484+45.7% | $169,463-51.4% | $64,186+28.2% |
| Participation rate | 58.9% | 64.5%-5.6pp | 77.8%-18.9pp | 69.6%-10.6pp |
| Annual return | -2.81% | -1.55%-1.3pp | 1.83%-4.6pp | 7.63%-10.4pp |
| Employer contribution / active EE | $1,565 | $1,832-14.6% | $4,159-62.4% | $2,381-34.3% |
| Participant deferral / active EE | $4,995 | $3,448+44.9% | $5,277-5.3% | $3,470+44.0% |
| Admin fee / account holder | $10,654 | $4,174+155.2% | $9,109+17.0% | $4,888+118.0% |