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 | $36,194 | $30,732+17.8% | $59,496-39.2% | $59,632-39.3% |
| Participation rate | 53.8% | 43.2%+10.6pp | 54.6%-0.7pp | 68.7%-14.8pp |
| Annual return | -0.72% | 4.47%-5.2pp | 182.05%-182.8pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $372 | $631-40.9% | $1,153-67.7% | $2,203-83.1% |
| Participant deferral / active EE | $1,205 | $1,183+1.9% | $1,829-34.1% | $3,192-62.2% |
| Admin fee / account holder | $806 | $2,136-62.3% | $2,232-63.9% | $4,297-81.2% |