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 | $44,383 | $67,331-34.1% | $60,874-27.1% | $134,475-67.0% |
| Participation rate | 45.8% | 76.2%-30.3pp | 73.1%-27.3pp | 81.2%-35.4pp |
| Annual return | -8.16% | 49.93%-58.1pp | 16.90%-25.1pp | 417.96%-426.1pp |
| Employer contribution / active EE | $984 | $3,096-68.2% | $2,701-63.6% | $4,740-79.2% |
| Participant deferral / active EE | $1,224 | $4,538-73.0% | $3,817-67.9% | $6,400-80.9% |
| Admin fee / account holder | $394 | $4,582-91.4% | $3,224-87.8% | $11,426-96.5% |