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 | $77,116 | $93,024-17.1% | $77,024+0.1% | $134,475-42.7% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -17.49% | 62.60%-80.1pp | 42.32%-59.8pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,296 | $3,418-62.1% | $2,812-53.9% | $4,740-72.7% |
| Participant deferral / active EE | $3,574 | $5,238-31.8% | $4,426-19.2% | $6,400-44.1% |
| Admin fee / account holder | $512 | $6,944-92.6% | $5,425-90.6% | $11,426-95.5% |