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 | $130,075 | $77,813+67.2% | $123,544+5.3% | $64,186+102.7% |
| Participation rate | 50.0% | 74.7%-24.7pp | 82.3%-32.3pp | 69.6%-19.6pp |
| Annual return | -0.16% | 12.48%-12.6pp | 119.20%-119.4pp | 7.63%-7.8pp |
| Employer contribution / active EE | $894 | $3,014-70.3% | $4,628-80.7% | $2,381-62.5% |
| Participant deferral / active EE | $6,061 | $5,240+15.7% | $6,426-5.7% | $3,470+74.7% |
| Admin fee / account holder | $413 | $5,519-92.5% | $9,284-95.5% | $4,888-91.5% |