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 | $105,199 | $50,958+106.4% | $74,550+41.1% | $64,186+63.9% |
| Participation rate | 15.2% | 61.1%-45.9pp | 69.1%-54.0pp | 69.6%-54.4pp |
| Annual return | -7.42% | -1.86%-5.6pp | 32.53%-39.9pp | 7.63%-15.1pp |
| Employer contribution / active EE | $281 | $1,115-74.8% | $1,961-85.7% | $2,381-88.2% |
| Participant deferral / active EE | $1,030 | $2,301-55.2% | $3,108-66.8% | $3,470-70.3% |
| Admin fee / account holder | $3,791 | $4,223-10.2% | $5,060-25.1% | $4,888-22.4% |