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 | $38,472 | $93,024-58.6% | $77,024-50.1% | $134,475-71.4% |
| Participation rate | 68.8% | 74.5%-5.7pp | 67.9%+0.8pp | 81.2%-12.5pp |
| Annual return | -17.44% | 62.60%-80.0pp | 42.32%-59.8pp | 417.96%-435.4pp |
| Employer contribution / active EE | $922 | $3,418-73.0% | $2,812-67.2% | $4,740-80.5% |
| Participant deferral / active EE | $4,635 | $5,238-11.5% | $4,426+4.7% | $6,400-27.6% |
| Admin fee / account holder | $2,308 | $6,944-66.8% | $5,425-57.5% | $11,426-79.8% |