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 | $46,103 | $57,354-19.6% | $83,848-45.0% | $64,186-28.2% |
| Participation rate | 65.8% | 68.6%-2.8pp | 76.1%-10.3pp | 69.6%-3.7pp |
| Annual return | -4.33% | 11.38%-15.7pp | 850.88%-855.2pp | 7.63%-12.0pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,897 | $2,993-3.2% | $4,082-29.0% | $3,470-16.5% |
| Admin fee / account holder | $10,023 | $4,046+147.7% | $5,478+83.0% | $4,888+105.0% |