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 | $36,605 | $93,024-60.6% | $77,024-52.5% | $134,475-72.8% |
| Participation rate | 57.9% | 74.5%-16.6pp | 67.9%-10.0pp | 81.2%-23.3pp |
| Annual return | -18.27% | 62.60%-80.9pp | 42.32%-60.6pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,252 | $3,418-63.4% | $2,812-55.5% | $4,740-73.6% |
| Participant deferral / active EE | $2,311 | $5,238-55.9% | $4,426-47.8% | $6,400-63.9% |
| Admin fee / account holder | $606 | $6,944-91.3% | $5,425-88.8% | $11,426-94.7% |