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 | $76,281 | $95,971-20.5% | $74,550+2.3% | $135,375-43.7% |
| Participation rate | 38.9% | 75.7%-36.8pp | 69.1%-30.3pp | 82.6%-43.8pp |
| Annual return | -2.66% | 56.96%-59.6pp | 32.53%-35.2pp | 519.73%-522.4pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,369 | $3,843-64.4% | $3,108-56.0% | $5,609-75.6% |
| Admin fee / account holder | $1,153 | $6,522-82.3% | $5,060-77.2% | $10,827-89.3% |