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 | $51,989 | $93,024-44.1% | $77,024-32.5% | $134,475-61.3% |
| Participation rate | 38.9% | 74.5%-35.6pp | 67.9%-29.0pp | 81.2%-42.3pp |
| Annual return | -17.30% | 62.60%-79.9pp | 42.32%-59.6pp | 417.96%-435.3pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $7,335 | $5,238+40.0% | $4,426+65.7% | $6,400+14.6% |
| Admin fee / account holder | $2,092 | $6,944-69.9% | $5,425-61.4% | $11,426-81.7% |