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 | $37,951 | $93,024-59.2% | $77,024-50.7% | $134,475-71.8% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -18.98% | 62.60%-81.6pp | 42.32%-61.3pp | 417.96%-436.9pp |
| Employer contribution / active EE | $2,763 | $3,418-19.2% | $2,812-1.8% | $4,740-41.7% |
| Participant deferral / active EE | $10,698 | $5,238+104.2% | $4,426+141.7% | $6,400+67.2% |
| Admin fee / account holder | $448 | $6,944-93.6% | $5,425-91.7% | $11,426-96.1% |