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 5-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 | $81,797 | $93,024-12.1% | $77,024+6.2% | $134,475-39.2% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -13.91% | 62.60%-76.5pp | 42.32%-56.2pp | 417.96%-431.9pp |
| Employer contribution / active EE | $774 | $3,418-77.3% | $2,812-72.5% | $4,740-83.7% |
| Participant deferral / active EE | $2,903 | $5,238-44.6% | $4,426-34.4% | $6,400-54.6% |
| Admin fee / account holder | $2,242 | $6,944-67.7% | $5,425-58.7% | $11,426-80.4% |