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 | $51,079 | $99,032-48.4% | $80,019-36.2% | $135,375-62.3% |
| Participation rate | 52.6% | 78.4%-25.7pp | 75.8%-23.2pp | 82.6%-30.0pp |
| Annual return | -8.26% | 15.39%-23.6pp | 11.22%-19.5pp | 519.73%-528.0pp |
| Employer contribution / active EE | $1,023 | $3,043-66.4% | $2,468-58.5% | $4,779-78.6% |
| Participant deferral / active EE | $2,532 | $4,282-40.9% | $3,686-31.3% | $5,609-54.8% |
| Admin fee / account holder | $2,189 | $10,436-79.0% | $6,521-66.4% | $10,827-79.8% |