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 | $80,589 | $50,958+58.1% | $74,550+8.1% | $64,186+25.6% |
| Participation rate | 25.3% | 61.1%-35.8pp | 69.1%-43.9pp | 69.6%-44.3pp |
| Annual return | -7.95% | -1.86%-6.1pp | 32.53%-40.5pp | 7.63%-15.6pp |
| Employer contribution / active EE | $644 | $1,115-42.2% | $1,961-67.2% | $2,381-72.9% |
| Participant deferral / active EE | $1,424 | $2,301-38.1% | $3,108-54.2% | $3,470-59.0% |
| Admin fee / account holder | $3,963 | $4,223-6.2% | $5,060-21.7% | $4,888-18.9% |