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 | $111,315 | $58,577+90.0% | $83,333+33.6% | $64,186+73.4% |
| Participation rate | 65.5% | 72.0%-6.5pp | 77.8%-12.2pp | 69.6%-4.1pp |
| Annual return | -6.02% | 9.65%-15.7pp | 10.63%-16.7pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,148 | $2,098-45.3% | $3,379-66.0% | $2,381-51.8% |
| Participant deferral / active EE | $3,612 | $4,654-22.4% | $5,565-35.1% | $3,470+4.1% |
| Admin fee / account holder | $3,995 | $9,275-56.9% | $7,510-46.8% | $4,888-18.3% |