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 | $138,083 | $93,024+48.4% | $77,024+79.3% | $134,475+2.7% |
| Participation rate | 38.5% | 74.5%-36.0pp | 67.9%-29.4pp | 81.2%-42.8pp |
| Annual return | -20.33% | 62.60%-82.9pp | 42.32%-62.6pp | 417.96%-438.3pp |
| Employer contribution / active EE | $1,051 | $3,418-69.2% | $2,812-62.6% | $4,740-77.8% |
| Participant deferral / active EE | $3,318 | $5,238-36.7% | $4,426-25.0% | $6,400-48.2% |
| Admin fee / account holder | $9,490 | $6,944+36.7% | $5,425+74.9% | $11,426-16.9% |