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 | $45,300 | $93,024-51.3% | $77,024-41.2% | $134,475-66.3% |
| Participation rate | 60.0% | 74.5%-14.5pp | 67.9%-7.9pp | 81.2%-21.2pp |
| Annual return | -10.95% | 62.60%-73.5pp | 42.32%-53.3pp | 417.96%-428.9pp |
| Employer contribution / active EE | $2,727 | $3,418-20.2% | $2,812-3.0% | $4,740-42.5% |
| Participant deferral / active EE | $6,691 | $5,238+27.7% | $4,426+51.2% | $6,400+4.5% |
| Admin fee / account holder | $151,906 | $6,944+2087.6% | $5,425+2699.9% | $11,426+1229.5% |