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 | $30,442 | $93,024-67.3% | $77,024-60.5% | $134,475-77.4% |
| Participation rate | 56.3% | 74.5%-18.2pp | 67.9%-11.7pp | 81.2%-25.0pp |
| Annual return | -18.72% | 62.60%-81.3pp | 42.32%-61.0pp | 417.96%-436.7pp |
| Employer contribution / active EE | $3,689 | $3,418+7.9% | $2,812+31.2% | $4,740-22.2% |
| Participant deferral / active EE | $9,872 | $5,238+88.5% | $4,426+123.0% | $6,400+54.3% |
| Admin fee / account holder | $3,083 | $6,944-55.6% | $5,425-43.2% | $11,426-73.0% |