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 | $65,934 | $93,024-29.1% | $77,024-14.4% | $134,475-51.0% |
| Participation rate | 68.8% | 74.5%-5.7pp | 67.9%+0.8pp | 81.2%-12.5pp |
| Annual return | -19.21% | 62.60%-81.8pp | 42.32%-61.5pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,515 | $3,418-55.7% | $2,812-46.1% | $4,740-68.0% |
| Participant deferral / active EE | $3,659 | $5,238-30.1% | $4,426-17.3% | $6,400-42.8% |
| Admin fee / account holder | $6,669 | $6,944-4.0% | $5,425+22.9% | $11,426-41.6% |