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 | $33,534 | $93,024-64.0% | $77,024-56.5% | $134,475-75.1% |
| Participation rate | 41.7% | 74.5%-32.8pp | 67.9%-26.2pp | 81.2%-39.6pp |
| Annual return | -15.60% | 62.60%-78.2pp | 42.32%-57.9pp | 417.96%-433.6pp |
| Employer contribution / active EE | $468 | $3,418-86.3% | $2,812-83.4% | $4,740-90.1% |
| Participant deferral / active EE | $1,896 | $5,238-63.8% | $4,426-57.2% | $6,400-70.4% |
| Admin fee / account holder | $796 | $6,944-88.5% | $5,425-85.3% | $11,426-93.0% |