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 | $80,876 | $49,280+64.1% | $67,313+20.2% | $64,186+26.0% |
| Participation rate | 30.6% | 60.8%-30.2pp | 69.1%-38.5pp | 69.6%-39.0pp |
| Annual return | 1.90% | -1.39%+3.3pp | -4.08%+6.0pp | 7.63%-5.7pp |
| Employer contribution / active EE | $908 | $1,668-45.6% | $2,566-64.6% | $2,381-61.9% |
| Participant deferral / active EE | $2,623 | $2,484+5.6% | $3,568-26.5% | $3,470-24.4% |
| Admin fee / account holder | $10,278 | $3,863+166.1% | $4,507+128.1% | $4,888+110.3% |