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 | $35,610 | $32,117+10.9% | $71,086-49.9% | $64,186-44.5% |
| Participation rate | 54.5% | 42.7%+11.8pp | 54.7%-0.1pp | 69.6%-15.0pp |
| Annual return | -6.16% | -5.57%-0.6pp | 650.59%-656.8pp | 7.63%-13.8pp |
| Employer contribution / active EE | $190 | $712-73.4% | $1,088-82.6% | $2,381-92.0% |
| Participant deferral / active EE | $1,054 | $1,263-16.5% | $1,874-43.8% | $3,470-69.6% |
| Admin fee / account holder | $4,046 | $2,759+46.7% | $3,082+31.3% | $4,888-17.2% |