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 | $71,773 | $93,024-22.8% | $77,024-6.8% | $134,475-46.6% |
| Participation rate | 41.7% | 74.5%-32.8pp | 67.9%-26.2pp | 81.2%-39.6pp |
| Annual return | -18.68% | 62.60%-81.3pp | 42.32%-61.0pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,760 | $3,418-48.5% | $2,812-37.4% | $4,740-62.9% |
| Participant deferral / active EE | $4,673 | $5,238-10.8% | $4,426+5.6% | $6,400-27.0% |
| Admin fee / account holder | $9,606 | $6,944+38.3% | $5,425+77.1% | $11,426-15.9% |