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 | $77,238 | $95,971-19.5% | $74,550+3.6% | $135,375-42.9% |
| Participation rate | 25.0% | 75.7%-50.7pp | 69.1%-44.1pp | 82.6%-57.6pp |
| Annual return | -4.32% | 56.96%-61.3pp | 32.53%-36.9pp | 519.73%-524.1pp |
| Employer contribution / active EE | $378 | $2,716-86.1% | $1,961-80.7% | $4,779-92.1% |
| Participant deferral / active EE | $1,347 | $3,843-64.9% | $3,108-56.7% | $5,609-76.0% |
| Admin fee / account holder | $2,065 | $6,522-68.3% | $5,060-59.2% | $10,827-80.9% |