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 | $179,980 | $93,024+93.5% | $77,024+133.7% | $134,475+33.8% |
| Participation rate | 22.2% | 74.5%-52.3pp | 67.9%-45.7pp | 81.2%-59.0pp |
| Annual return | -15.55% | 62.60%-78.1pp | 42.32%-57.9pp | 417.96%-433.5pp |
| Employer contribution / active EE | $1,259 | $3,418-63.2% | $2,812-55.2% | $4,740-73.4% |
| Participant deferral / active EE | $1,483 | $5,238-71.7% | $4,426-66.5% | $6,400-76.8% |
| Admin fee / account holder | $1,634 | $6,944-76.5% | $5,425-69.9% | $11,426-85.7% |