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 5-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 | $16,470 | $93,024-82.3% | $77,024-78.6% | $134,475-87.8% |
| Participation rate | 63.2% | 74.5%-11.3pp | 67.9%-4.7pp | 81.2%-18.1pp |
| Annual return | -19.59% | 62.60%-82.2pp | 42.32%-61.9pp | 417.96%-437.6pp |
| Employer contribution / active EE | $2,056 | $3,418-39.8% | $2,812-26.9% | $4,740-56.6% |
| Participant deferral / active EE | $3,887 | $5,238-25.8% | $4,426-12.2% | $6,400-39.3% |
| Admin fee / account holder | $1,748 | $6,944-74.8% | $5,425-67.8% | $11,426-84.7% |