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 | $80,953 | $95,971-15.6% | $74,550+8.6% | $135,375-40.2% |
| Participation rate | 38.9% | 75.7%-36.8pp | 69.1%-30.3pp | 82.6%-43.8pp |
| Annual return | -7.27% | 56.96%-64.2pp | 32.53%-39.8pp | 519.73%-527.0pp |
| Employer contribution / active EE | $618 | $2,716-77.2% | $1,961-68.5% | $4,779-87.1% |
| Participant deferral / active EE | $1,428 | $3,843-62.9% | $3,108-54.1% | $5,609-74.5% |
| Admin fee / account holder | $1,938 | $6,522-70.3% | $5,060-61.7% | $10,827-82.1% |