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 | $83,745 | $60,349+38.8% | $74,183+12.9% | $62,891+33.2% |
| Participation rate | 61.3% | 72.7%-11.4pp | 76.6%-15.3pp | 69.3%-8.0pp |
| Annual return | 0.00% | 21.37%-21.4pp | 17.74%-17.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $568 | $1,680-66.2% | $2,370-76.0% | $2,281-75.1% |
| Participant deferral / active EE | $1,437 | $2,856-49.7% | $3,550-59.5% | $3,203-55.1% |
| Admin fee / account holder | $3,544 | $4,261-16.8% | $5,586-36.6% | $4,296-17.5% |