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 | $38,087 | $69,010-44.8% | $159,960-76.2% | $68,494-44.4% |
| Participation rate | 66.7% | 65.4%+1.3pp | 78.0%-11.3pp | 67.9%-1.2pp |
| Annual return | -18.31% | -9.65%-8.7pp | 408.60%-426.9pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,024 | $2,213-53.7% | $4,226-75.8% | $2,596-60.5% |
| Participant deferral / active EE | $3,998 | $4,212-5.1% | $6,182-35.3% | $4,027-0.7% |
| Admin fee / account holder | $7,120 | $4,798+48.4% | $8,698-18.1% | $5,403+31.8% |