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 | $53,524 | $59,805-10.5% | $79,550-32.7% | $68,494-21.9% |
| Participation rate | 60.0% | 61.1%-1.1pp | 69.5%-9.5pp | 67.9%-7.9pp |
| Annual return | 8.49% | -12.30%+20.8pp | 0.16%+8.3pp | -7.84%+16.3pp |
| Employer contribution / active EE | $837 | $1,505-44.4% | $2,413-65.3% | $2,596-67.8% |
| Participant deferral / active EE | $4,816 | $3,024+59.2% | $3,985+20.8% | $4,027+19.6% |
| Admin fee / account holder | $19,865 | $4,835+310.9% | $6,832+190.7% | $5,403+267.7% |