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 | $30,081 | $93,024-67.7% | $77,024-60.9% | $134,475-77.6% |
| Participation rate | 69.2% | 74.5%-5.3pp | 67.9%+1.3pp | 81.2%-12.0pp |
| Annual return | -20.16% | 62.60%-82.8pp | 42.32%-62.5pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,073 | $3,418-39.3% | $2,812-26.3% | $4,740-56.3% |
| Participant deferral / active EE | $3,071 | $5,238-41.4% | $4,426-30.6% | $6,400-52.0% |
| Admin fee / account holder | $1,008 | $6,944-85.5% | $5,425-81.4% | $11,426-91.2% |