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 | $66,140 | $54,350+21.7% | $82,719-20.0% | $68,494-3.4% |
| Participation rate | 55.6% | 63.9%-8.4pp | 72.6%-17.0pp | 67.9%-12.3pp |
| Annual return | -5.51% | -13.67%+8.2pp | 701.18%-706.7pp | -7.84%+2.3pp |
| Employer contribution / active EE | $1,120 | $2,218-49.5% | $3,009-62.8% | $2,596-56.9% |
| Participant deferral / active EE | $1,713 | $3,246-47.2% | $4,395-61.0% | $4,027-57.5% |
| Admin fee / account holder | $3,457 | $4,395-21.4% | $5,329-35.1% | $5,403-36.0% |