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 9-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 | $64,203 | $50,958+26.0% | $74,550-13.9% | $64,1860% |
| Participation rate | 55.0% | 61.1%-6.1pp | 69.1%-14.1pp | 69.6%-14.6pp |
| Annual return | -6.02% | -1.86%-4.2pp | 32.53%-38.6pp | 7.63%-13.7pp |
| Employer contribution / active EE | $271 | $1,115-75.7% | $1,961-86.2% | $2,381-88.6% |
| Participant deferral / active EE | $2,539 | $2,301+10.3% | $3,108-18.3% | $3,470-26.8% |
| Admin fee / account holder | $1,288 | $4,223-69.5% | $5,060-74.6% | $4,888-73.7% |