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 | $105,773 | $67,331+57.1% | $60,874+73.8% | $134,475-21.3% |
| Participation rate | 55.6% | 76.2%-20.6pp | 73.1%-17.6pp | 81.2%-25.7pp |
| Annual return | -15.23% | 49.93%-65.2pp | 16.90%-32.1pp | 417.96%-433.2pp |
| Employer contribution / active EE | $845 | $3,096-72.7% | $2,701-68.7% | $4,740-82.2% |
| Participant deferral / active EE | $4,999 | $4,538+10.1% | $3,817+31.0% | $6,400-21.9% |
| Admin fee / account holder | $8,611 | $4,582+87.9% | $3,224+167.1% | $11,426-24.6% |