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 | $83,265 | $53,596+55.4% | $90,645-8.1% | $64,186+29.7% |
| Participation rate | 69.6% | 64.5%+5.1pp | 74.0%-4.5pp | 69.6%0pp |
| Annual return | -7.19% | 4.41%-11.6pp | 1.88%-9.1pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,445 | $1,503-3.9% | $2,532-42.9% | $2,381-39.3% |
| Participant deferral / active EE | $4,314 | $2,459+75.5% | $3,425+26.0% | $3,470+24.3% |
| Admin fee / account holder | $3,020 | $3,868-21.9% | $4,994-39.5% | $4,888-38.2% |