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 | $54,834 | $93,024-41.1% | $77,024-28.8% | $134,475-59.2% |
| Participation rate | 58.3% | 74.5%-16.1pp | 67.9%-9.6pp | 81.2%-22.9pp |
| Annual return | -17.95% | 62.60%-80.5pp | 42.32%-60.3pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,720 | $3,418-49.7% | $2,812-38.9% | $4,740-63.7% |
| Participant deferral / active EE | $2,519 | $5,238-51.9% | $4,426-43.1% | $6,400-60.6% |
| Admin fee / account holder | $748 | $6,944-89.2% | $5,425-86.2% | $11,426-93.5% |