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 | $103,773 | $93,024+11.6% | $77,024+34.7% | $134,475-22.8% |
| Participation rate | 40.0% | 74.5%-34.5pp | 67.9%-27.9pp | 81.2%-41.2pp |
| Annual return | -13.41% | 62.60%-76.0pp | 42.32%-55.7pp | 417.96%-431.4pp |
| Employer contribution / active EE | $1,303 | $3,418-61.9% | $2,812-53.7% | $4,740-72.5% |
| Participant deferral / active EE | $3,236 | $5,238-38.2% | $4,426-26.9% | $6,400-49.4% |
| Admin fee / account holder | $13,172 | $6,944+89.7% | $5,425+142.8% | $11,426+15.3% |