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 | $44,413 | $87,540-49.3% | $75,781-41.4% | $125,391-64.6% |
| Participation rate | 42.9% | 80.2%-37.3pp | 75.8%-33.0pp | 83.2%-40.3pp |
| Annual return | -1.84% | 13.48%-15.3pp | 9.68%-11.5pp | 282.22%-284.1pp |
| Employer contribution / active EE | $2,405 | $3,930-38.8% | $3,323-27.6% | $4,866-50.6% |
| Participant deferral / active EE | $5,022 | $4,229+18.7% | $3,651+37.5% | $5,352-6.2% |
| Admin fee / account holder | $842 | $6,502-87.1% | $5,299-84.1% | $9,540-91.2% |