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 | $78,330 | $56,484+38.7% | $169,463-53.8% | $64,186+22.0% |
| Participation rate | 51.9% | 64.5%-12.7pp | 77.8%-25.9pp | 69.6%-17.7pp |
| Annual return | 2.61% | -1.55%+4.2pp | 1.83%+0.8pp | 7.63%-5.0pp |
| Employer contribution / active EE | $3,253 | $1,832+77.5% | $4,159-21.8% | $2,381+36.6% |
| Participant deferral / active EE | $5,283 | $3,448+53.2% | $5,277+0.1% | $3,470+52.3% |
| Admin fee / account holder | $342 | $4,174-91.8% | $9,109-96.2% | $4,888-93.0% |