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 | $68,548 | $93,024-26.3% | $77,024-11.0% | $134,475-49.0% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -17.03% | 62.60%-79.6pp | 42.32%-59.3pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,866 | $3,418-45.4% | $2,812-33.6% | $4,740-60.6% |
| Participant deferral / active EE | $2,982 | $5,238-43.1% | $4,426-32.6% | $6,400-53.4% |
| Admin fee / account holder | $20,153 | $6,944+190.2% | $5,425+271.5% | $11,426+76.4% |