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 | $47,480 | $104,106-54.4% | $71,086-33.2% | $135,375-64.9% |
| Participation rate | 66.7% | 65.7%+1.0pp | 54.7%+12.0pp | 82.6%-16.0pp |
| Annual return | -5.99% | 1256.30%-1262.3pp | 650.59%-656.6pp | 519.73%-525.7pp |
| Employer contribution / active EE | $1,395 | $1,485-6.1% | $1,088+28.2% | $4,779-70.8% |
| Participant deferral / active EE | $1,768 | $2,527-30.0% | $1,874-5.7% | $5,609-68.5% |
| Admin fee / account holder | $9,419 | $4,142+127.4% | $3,082+205.6% | $10,827-13.0% |