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 | $68,160 | $50,958+33.8% | $74,550-8.6% | $64,186+6.2% |
| Participation rate | 56.9% | 61.1%-4.1pp | 69.1%-12.2pp | 69.6%-12.6pp |
| Annual return | -4.06% | -1.86%-2.2pp | 32.53%-36.6pp | 7.63%-11.7pp |
| Employer contribution / active EE | $727 | $1,115-34.9% | $1,961-62.9% | $2,381-69.5% |
| Participant deferral / active EE | $2,195 | $2,301-4.6% | $3,108-29.4% | $3,470-36.7% |
| Admin fee / account holder | $3,265 | $4,223-22.7% | $5,060-35.5% | $4,888-33.2% |