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 | $101,677 | $93,024+9.3% | $77,024+32.0% | $134,475-24.4% |
| Participation rate | 28.6% | 74.5%-45.9pp | 67.9%-39.3pp | 81.2%-52.7pp |
| Annual return | -4.76% | 62.60%-67.4pp | 42.32%-47.1pp | 417.96%-422.7pp |
| Employer contribution / active EE | $1,408 | $3,418-58.8% | $2,812-49.9% | $4,740-70.3% |
| Participant deferral / active EE | $3,828 | $5,238-26.9% | $4,426-13.5% | $6,400-40.2% |
| Admin fee / account holder | $432 | $6,944-93.8% | $5,425-92.0% | $11,426-96.2% |