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 | $64,003 | $32,037+99.8% | $69,182-7.5% | $62,891+1.8% |
| Participation rate | 11.5% | 43.4%-31.9pp | 55.1%-43.6pp | 69.3%-57.8pp |
| Annual return | 6.16% | 15.16%-9.0pp | -21.93%+28.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $178 | $679-73.7% | $1,206-85.2% | $2,281-92.2% |
| Participant deferral / active EE | $379 | $1,185-68.0% | $1,897-80.0% | $3,203-88.2% |
| Admin fee / account holder | $6,915 | $2,608+165.1% | $2,697+156.4% | $4,296+61.0% |