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 | $22,022 | $93,024-76.3% | $77,024-71.4% | $134,475-83.6% |
| Participation rate | 35.3% | 74.5%-39.2pp | 67.9%-32.6pp | 81.2%-45.9pp |
| Annual return | -5.86% | 62.60%-68.5pp | 42.32%-48.2pp | 417.96%-423.8pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,670 | $5,238-68.1% | $4,426-62.3% | $6,400-73.9% |
| Admin fee / account holder | $8,518 | $6,944+22.7% | $5,425+57.0% | $11,426-25.4% |