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 | $71,172 | $62,586+13.7% | $76,768-7.3% | $64,186+10.9% |
| Participation rate | 51.2% | 72.8%-21.7pp | 77.0%-25.8pp | 69.6%-18.4pp |
| Annual return | -4.54% | -1.95%-2.6pp | 2.43%-7.0pp | 7.63%-12.2pp |
| Employer contribution / active EE | $641 | $1,832-65.0% | $2,485-74.2% | $2,381-73.1% |
| Participant deferral / active EE | $1,770 | $3,145-43.7% | $3,852-54.1% | $3,470-49.0% |
| Admin fee / account holder | $1,580 | $4,667-66.1% | $6,675-76.3% | $4,888-67.7% |