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 | $83,329 | $50,958+63.5% | $74,550+11.8% | $64,186+29.8% |
| Participation rate | 68.4% | 61.1%+7.4pp | 69.1%-0.7pp | 69.6%-1.1pp |
| Annual return | 1.93% | -1.86%+3.8pp | 32.53%-30.6pp | 7.63%-5.7pp |
| Employer contribution / active EE | $580 | $1,115-48.0% | $1,961-70.4% | $2,381-75.7% |
| Participant deferral / active EE | $2,151 | $2,301-6.5% | $3,108-30.8% | $3,470-38.0% |
| Admin fee / account holder | $4,997 | $4,223+18.3% | $5,060-1.2% | $4,888+2.2% |