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 | $25,568 | $67,331-62.0% | $60,874-58.0% | $134,475-81.0% |
| Participation rate | 52.6% | 76.2%-23.6pp | 73.1%-20.5pp | 81.2%-28.6pp |
| Annual return | -12.43% | 49.93%-62.4pp | 16.90%-29.3pp | 417.96%-430.4pp |
| Employer contribution / active EE | $1,157 | $3,096-62.6% | $2,701-57.2% | $4,740-75.6% |
| Participant deferral / active EE | $1,858 | $4,538-59.1% | $3,817-51.3% | $6,400-71.0% |
| Admin fee / account holder | $9,024 | $4,582+96.9% | $3,224+179.9% | $11,426-21.0% |