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 | $62,248 | $93,024-33.1% | $77,024-19.2% | $134,475-53.7% |
| Participation rate | 37.5% | 74.5%-37.0pp | 67.9%-30.4pp | 81.2%-43.7pp |
| Annual return | -15.59% | 62.60%-78.2pp | 42.32%-57.9pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,328 | $3,418-61.2% | $2,812-52.8% | $4,740-72.0% |
| Participant deferral / active EE | $3,018 | $5,238-42.4% | $4,426-31.8% | $6,400-52.8% |
| Admin fee / account holder | $5,692 | $6,944-18.0% | $5,425+4.9% | $11,426-50.2% |