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 | $49,702 | $93,024-46.6% | $77,024-35.5% | $134,475-63.0% |
| Participation rate | 45.5% | 74.5%-29.0pp | 67.9%-22.5pp | 81.2%-35.8pp |
| Annual return | -19.13% | 62.60%-81.7pp | 42.32%-61.4pp | 417.96%-437.1pp |
| Employer contribution / active EE | $703 | $3,418-79.4% | $2,812-75.0% | $4,740-85.2% |
| Participant deferral / active EE | $1,904 | $5,238-63.6% | $4,426-57.0% | $6,400-70.2% |
| Admin fee / account holder | $1,499 | $6,944-78.4% | $5,425-72.4% | $11,426-86.9% |