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 | $77,300 | $93,024-16.9% | $77,024+0.4% | $134,475-42.5% |
| Participation rate | 63.2% | 74.5%-11.3pp | 67.9%-4.7pp | 81.2%-18.1pp |
| Annual return | -15.41% | 62.60%-78.0pp | 42.32%-57.7pp | 417.96%-433.4pp |
| Employer contribution / active EE | $2,308 | $3,418-32.5% | $2,812-17.9% | $4,740-51.3% |
| Participant deferral / active EE | $5,875 | $5,238+12.2% | $4,426+32.7% | $6,400-8.2% |
| Admin fee / account holder | $8,263 | $6,944+19.0% | $5,425+52.3% | $11,426-27.7% |