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 | $54,202 | $50,958+6.4% | $74,550-27.3% | $64,186-15.6% |
| Participation rate | 64.6% | 61.1%+3.5pp | 69.1%-4.6pp | 69.6%-5.0pp |
| Annual return | -5.62% | -1.86%-3.8pp | 32.53%-38.2pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,867 | $1,115+67.4% | $1,961-4.8% | $2,381-21.6% |
| Participant deferral / active EE | $3,204 | $2,301+39.2% | $3,108+3.1% | $3,470-7.7% |
| Admin fee / account holder | $2,533 | $4,223-40.0% | $5,060-49.9% | $4,888-48.2% |