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 7-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 | $76,912 | $59,107+30.1% | $86,436-11.0% | $68,494+12.3% |
| Participation rate | 40.4% | 75.2%-34.9pp | 80.3%-40.0pp | 67.9%-27.5pp |
| Annual return | -4.80% | -0.23%-4.6pp | 4394.89%-4399.7pp | -7.84%+3.0pp |
| Employer contribution / active EE | $1,052 | $2,519-58.2% | $3,769-72.1% | $2,596-59.5% |
| Participant deferral / active EE | $2,808 | $5,901-52.4% | $6,952-59.6% | $4,027-30.3% |
| Admin fee / account holder | $6,348 | $5,637+12.6% | $6,731-5.7% | $5,403+17.5% |