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 | $30,495 | $127,386-76.1% | $115,037-73.5% | $125,391-75.7% |
| Participation rate | 69.6% | 84.2%-14.6pp | 81.4%-11.8pp | 83.2%-13.6pp |
| Annual return | -0.65% | 31.28%-31.9pp | 26.14%-26.8pp | 282.22%-282.9pp |
| Employer contribution / active EE | $1,737 | $5,166-66.4% | $4,608-62.3% | $4,866-64.3% |
| Participant deferral / active EE | $4,004 | $6,423-37.7% | $6,026-33.6% | $5,352-25.2% |
| Admin fee / account holder | $9,159 | $9,516-3.8% | $8,175+12.0% | $9,540-4.0% |