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 | $81,187 | $93,024-12.7% | $77,024+5.4% | $134,475-39.6% |
| Participation rate | 22.2% | 74.5%-52.3pp | 67.9%-45.7pp | 81.2%-59.0pp |
| Annual return | -16.84% | 62.60%-79.4pp | 42.32%-59.2pp | 417.96%-434.8pp |
| Employer contribution / active EE | $400 | $3,418-88.3% | $2,812-85.8% | $4,740-91.6% |
| Participant deferral / active EE | $2,556 | $5,238-51.2% | $4,426-42.3% | $6,400-60.1% |
| Admin fee / account holder | $1,514 | $6,944-78.2% | $5,425-72.1% | $11,426-86.7% |