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 9-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 | $24,249 | $93,024-73.9% | $77,024-68.5% | $134,475-82.0% |
| Participation rate | 63.6% | 74.5%-10.8pp | 67.9%-4.3pp | 81.2%-17.6pp |
| Annual return | -20.77% | 62.60%-83.4pp | 42.32%-63.1pp | 417.96%-438.7pp |
| Employer contribution / active EE | $1,320 | $3,418-61.4% | $2,812-53.1% | $4,740-72.2% |
| Participant deferral / active EE | $3,916 | $5,238-25.2% | $4,426-11.5% | $6,400-38.8% |
| Admin fee / account holder | $1,139 | $6,944-83.6% | $5,425-79.0% | $11,426-90.0% |