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 | $33,336 | $93,024-64.2% | $77,024-56.7% | $134,475-75.2% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -12.30% | 62.60%-74.9pp | 42.32%-54.6pp | 417.96%-430.3pp |
| Employer contribution / active EE | $1,413 | $3,418-58.7% | $2,812-49.8% | $4,740-70.2% |
| Participant deferral / active EE | $2,192 | $5,238-58.2% | $4,426-50.5% | $6,400-65.7% |
| Admin fee / account holder | $7,857 | $6,944+13.2% | $5,425+44.8% | $11,426-31.2% |