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 9-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 | $171,313 | $95,862+78.7% | $79,550+115.4% | $134,475+27.4% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | -1.21% | -2.69%+1.5pp | 0.16%-1.4pp | 417.96%-419.2pp |
| Employer contribution / active EE | $2,221 | $3,128-29.0% | $2,413-8.0% | $4,740-53.1% |
| Participant deferral / active EE | $2,310 | $4,693-50.8% | $3,985-42.0% | $6,400-63.9% |
| Admin fee / account holder | $2,067 | $9,126-77.4% | $6,832-69.7% | $11,426-81.9% |