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 | $17,124 | $93,024-81.6% | $77,024-77.8% | $134,475-87.3% |
| Participation rate | 46.7% | 74.5%-27.8pp | 67.9%-21.2pp | 81.2%-34.6pp |
| Annual return | -17.41% | 62.60%-80.0pp | 42.32%-59.7pp | 417.96%-435.4pp |
| Employer contribution / active EE | $700 | $3,418-79.5% | $2,812-75.1% | $4,740-85.2% |
| Participant deferral / active EE | $1,509 | $5,238-71.2% | $4,426-65.9% | $6,400-76.4% |
| Admin fee / account holder | $4,536 | $6,944-34.7% | $5,425-16.4% | $11,426-60.3% |