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 | $70,537 | $77,813-9.4% | $123,544-42.9% | $64,186+9.9% |
| Participation rate | 51.6% | 74.7%-23.1pp | 82.3%-30.7pp | 69.6%-18.0pp |
| Annual return | -5.61% | 12.48%-18.1pp | 119.20%-124.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $904 | $3,014-70.0% | $4,628-80.5% | $2,381-62.0% |
| Participant deferral / active EE | $5,087 | $5,240-2.9% | $6,426-20.8% | $3,470+46.6% |
| Admin fee / account holder | $7,093 | $5,519+28.5% | $9,284-23.6% | $4,888+45.1% |