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 | $168,068 | $93,024+80.7% | $77,024+118.2% | $134,475+25.0% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -18.55% | 62.60%-81.1pp | 42.32%-60.9pp | 417.96%-436.5pp |
| Employer contribution / active EE | $940 | $3,418-72.5% | $2,812-66.6% | $4,740-80.2% |
| Participant deferral / active EE | $8,912 | $5,238+70.1% | $4,426+101.3% | $6,400+39.3% |
| Admin fee / account holder | $2,155 | $6,944-69.0% | $5,425-60.3% | $11,426-81.1% |