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 | $105,230 | $54,726+92.3% | $68,793+53.0% | $64,186+63.9% |
| Participation rate | 69.0% | 68.0%+0.9pp | 72.2%-3.3pp | 69.6%-0.6pp |
| Annual return | -4.46% | -1.62%-2.8pp | -4.63%+0.2pp | 7.63%-12.1pp |
| Employer contribution / active EE | $843 | $1,846-54.4% | $2,625-67.9% | $2,381-64.6% |
| Participant deferral / active EE | $3,066 | $2,626+16.8% | $3,311-7.4% | $3,470-11.6% |
| Admin fee / account holder | $871 | $4,027-78.4% | $5,131-83.0% | $4,888-82.2% |