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 | $168,250 | $93,024+80.9% | $77,024+118.4% | $134,475+25.1% |
| Participation rate | 57.9% | 74.5%-16.6pp | 67.9%-10.0pp | 81.2%-23.3pp |
| Annual return | -17.60% | 62.60%-80.2pp | 42.32%-59.9pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,910 | $3,418-44.1% | $2,812-32.1% | $4,740-59.7% |
| Participant deferral / active EE | $4,541 | $5,238-13.3% | $4,426+2.6% | $6,400-29.0% |
| Admin fee / account holder | $4,830 | $6,944-30.4% | $5,425-11.0% | $11,426-57.7% |