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 | $30,270 | $52,836-42.7% | $105,738-71.4% | $64,186-52.8% |
| Participation rate | 69.4% | 66.5%+2.9pp | 76.3%-6.9pp | 69.6%-0.1pp |
| Annual return | -4.22% | 14.30%-18.5pp | 6.27%-10.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,032 | $1,827-43.5% | $3,268-68.4% | $2,381-56.7% |
| Participant deferral / active EE | $1,658 | $2,545-34.9% | $4,080-59.4% | $3,470-52.2% |
| Admin fee / account holder | $5,931 | $3,959+49.8% | $6,913-14.2% | $4,888+21.3% |