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 | $68,174 | $93,024-26.7% | $77,024-11.5% | $134,475-49.3% |
| Participation rate | 33.3% | 74.5%-41.1pp | 67.9%-34.6pp | 81.2%-47.9pp |
| Annual return | -16.40% | 62.60%-79.0pp | 42.32%-58.7pp | 417.96%-434.4pp |
| Employer contribution / active EE | $920 | $3,418-73.1% | $2,812-67.3% | $4,740-80.6% |
| Participant deferral / active EE | $2,644 | $5,238-49.5% | $4,426-40.3% | $6,400-58.7% |
| Admin fee / account holder | $4,926 | $6,944-29.1% | $5,425-9.2% | $11,426-56.9% |