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 | $64,958 | $56,484+15.0% | $169,463-61.7% | $64,186+1.2% |
| Participation rate | 55.0% | 64.5%-9.5pp | 77.8%-22.8pp | 69.6%-14.6pp |
| Annual return | -2.35% | -1.55%-0.8pp | 1.83%-4.2pp | 7.63%-10.0pp |
| Employer contribution / active EE | $962 | $1,832-47.5% | $4,159-76.9% | $2,381-59.6% |
| Participant deferral / active EE | $2,493 | $3,448-27.7% | $5,277-52.7% | $3,470-28.1% |
| Admin fee / account holder | $1,708 | $4,174-59.1% | $9,109-81.3% | $4,888-65.1% |