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 | $83,704 | $32,117+160.6% | $71,086+17.7% | $64,186+30.4% |
| Participation rate | 54.5% | 42.7%+11.8pp | 54.7%-0.1pp | 69.6%-15.0pp |
| Annual return | -4.29% | -5.57%+1.3pp | 650.59%-654.9pp | 7.63%-11.9pp |
| Employer contribution / active EE | $884 | $712+24.1% | $1,088-18.7% | $2,381-62.9% |
| Participant deferral / active EE | $1,768 | $1,263+40.0% | $1,874-5.7% | $3,470-49.0% |
| Admin fee / account holder | $581 | $2,759-79.0% | $3,082-81.2% | $4,888-88.1% |