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 | $156,735 | $93,024+68.5% | $77,024+103.5% | $134,475+16.6% |
| Participation rate | 47.1% | 74.5%-27.4pp | 67.9%-20.8pp | 81.2%-34.2pp |
| Annual return | -10.79% | 62.60%-73.4pp | 42.32%-53.1pp | 417.96%-428.8pp |
| Employer contribution / active EE | $3,114 | $3,418-8.9% | $2,812+10.7% | $4,740-34.3% |
| Participant deferral / active EE | $5,164 | $5,238-1.4% | $4,426+16.7% | $6,400-19.3% |
| Admin fee / account holder | $75,488 | $6,944+987.1% | $5,425+1291.4% | $11,426+560.7% |