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 | $47,338 | $93,024-49.1% | $77,024-38.5% | $134,475-64.8% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -18.31% | 62.60%-80.9pp | 42.32%-60.6pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,201 | $3,418-64.9% | $2,812-57.3% | $4,740-74.7% |
| Participant deferral / active EE | $4,262 | $5,238-18.6% | $4,426-3.7% | $6,400-33.4% |
| Admin fee / account holder | $1,292 | $6,944-81.4% | $5,425-76.2% | $11,426-88.7% |