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 | $82,573 | $93,024-11.2% | $77,024+7.2% | $134,475-38.6% |
| Participation rate | 69.6% | 74.5%-4.9pp | 67.9%+1.7pp | 81.2%-11.7pp |
| Annual return | -15.42% | 62.60%-78.0pp | 42.32%-57.7pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,274 | $3,418-62.7% | $2,812-54.7% | $4,740-73.1% |
| Participant deferral / active EE | $4,838 | $5,238-7.6% | $4,426+9.3% | $6,400-24.4% |
| Admin fee / account holder | $2,490 | $6,944-64.1% | $5,425-54.1% | $11,426-78.2% |