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 | $32,587 | $49,280-33.9% | $67,313-51.6% | $64,186-49.2% |
| Participation rate | 62.5% | 60.8%+1.7pp | 69.1%-6.6pp | 69.6%-7.1pp |
| Annual return | -3.05% | -1.39%-1.7pp | -4.08%+1.0pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,325 | $1,668-20.6% | $2,566-48.3% | $2,381-44.3% |
| Participant deferral / active EE | $2,299 | $2,484-7.5% | $3,568-35.6% | $3,470-33.8% |
| Admin fee / account holder | $4,967 | $3,863+28.6% | $4,507+10.2% | $4,888+1.6% |