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 | $7,189 | $93,024-92.3% | $77,024-90.7% | $134,475-94.7% |
| Participation rate | 36.4% | 74.5%-38.1pp | 67.9%-31.5pp | 81.2%-44.9pp |
| Annual return | -19.40% | 62.60%-82.0pp | 42.32%-61.7pp | 417.96%-437.4pp |
| Employer contribution / active EE | $4,205 | $3,418+23.0% | $2,812+49.5% | $4,740-11.3% |
| Participant deferral / active EE | $1,138 | $5,238-78.3% | $4,426-74.3% | $6,400-82.2% |
| Admin fee / account holder | $6,117 | $6,944-11.9% | $5,425+12.7% | $11,426-46.5% |