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 | $46,928 | $93,024-49.6% | $77,024-39.1% | $134,475-65.1% |
| Participation rate | 35.3% | 74.5%-39.2pp | 67.9%-32.6pp | 81.2%-45.9pp |
| Annual return | -16.66% | 62.60%-79.3pp | 42.32%-59.0pp | 417.96%-434.6pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,337 | $5,238-74.5% | $4,426-69.8% | $6,400-79.1% |
| Admin fee / account holder | $9,968 | $6,944+43.5% | $5,425+83.7% | $11,426-12.8% |