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 | $99,210 | $67,331+47.3% | $60,874+63.0% | $134,475-26.2% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.1%-73.1pp | 81.2%-81.2pp |
| Annual return | -15.38% | 49.93%-65.3pp | 16.90%-32.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,417 | $3,096-54.2% | $2,701-47.5% | $4,740-70.1% |
| Participant deferral / active EE | $6,240 | $4,538+37.5% | $3,817+63.5% | $6,400-2.5% |
| Admin fee / account holder | $5,186 | $4,582+13.2% | $3,224+60.8% | $11,426-54.6% |