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 | $72,774 | $43,327+68.0% | $59,878+21.5% | $64,186+13.4% |
| Participation rate | 38.4% | 69.2%-30.8pp | 74.7%-36.3pp | 69.6%-31.2pp |
| Annual return | -6.04% | -1.55%-4.5pp | 3.46%-9.5pp | 7.63%-13.7pp |
| Employer contribution / active EE | $424 | $2,028-79.1% | $2,722-84.4% | $2,381-82.2% |
| Participant deferral / active EE | $1,349 | $2,546-47.0% | $3,402-60.3% | $3,470-61.1% |
| Admin fee / account holder | $3,713 | $3,005+23.6% | $3,590+3.4% | $4,888-24.0% |