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 | $52,988 | $93,024-43.0% | $77,024-31.2% | $134,475-60.6% |
| Participation rate | 41.7% | 74.5%-32.8pp | 67.9%-26.2pp | 81.2%-39.6pp |
| Annual return | -15.47% | 62.60%-78.1pp | 42.32%-57.8pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,327 | $3,418-61.2% | $2,812-52.8% | $4,740-72.0% |
| Participant deferral / active EE | $1,642 | $5,238-68.6% | $4,426-62.9% | $6,400-74.3% |
| Admin fee / account holder | $2,999 | $6,944-56.8% | $5,425-44.7% | $11,426-73.8% |