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 | $39,298 | $70,002-43.9% | $115,037-65.8% | $52,331-24.9% |
| Participation rate | 65.6% | 72.1%-6.5pp | 81.4%-15.8pp | 68.1%-2.5pp |
| Annual return | -0.83% | 4.04%-4.9pp | 26.14%-27.0pp | 4.54%-5.4pp |
| Employer contribution / active EE | $1,155 | $2,715-57.5% | $4,608-74.9% | $1,882-38.6% |
| Participant deferral / active EE | $3,831 | $4,920-22.1% | $6,026-36.4% | $3,022+26.8% |
| Admin fee / account holder | $3,559 | $566+528.8% | $8,175-56.5% | $592+501.7% |