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 | $29,274 | $67,331-56.5% | $60,874-51.9% | $134,475-78.2% |
| Participation rate | 46.7% | 76.2%-29.5pp | 73.1%-26.4pp | 81.2%-34.6pp |
| Annual return | -15.71% | 49.93%-65.6pp | 16.90%-32.6pp | 417.96%-433.7pp |
| Employer contribution / active EE | $496 | $3,096-84.0% | $2,701-81.6% | $4,740-89.5% |
| Participant deferral / active EE | $2,683 | $4,538-40.9% | $3,817-29.7% | $6,400-58.1% |
| Admin fee / account holder | $6,515 | $4,582+42.2% | $3,224+102.1% | $11,426-43.0% |