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 | $54,396 | $59,805-9.0% | $79,550-31.6% | $68,494-20.6% |
| Participation rate | 37.6% | 61.1%-23.4pp | 69.5%-31.9pp | 67.9%-30.3pp |
| Annual return | -16.77% | -12.30%-4.5pp | 0.16%-16.9pp | -7.84%-8.9pp |
| Employer contribution / active EE | $609 | $1,505-59.5% | $2,413-74.8% | $2,596-76.5% |
| Participant deferral / active EE | $2,219 | $3,024-26.6% | $3,985-44.3% | $4,027-44.9% |
| Admin fee / account holder | $1,538 | $4,835-68.2% | $6,832-77.5% | $5,403-71.5% |