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 | $30,858 | $93,024-66.8% | $77,024-59.9% | $134,475-77.1% |
| Participation rate | 25.0% | 74.5%-49.5pp | 67.9%-42.9pp | 81.2%-56.2pp |
| Annual return | -20.26% | 62.60%-82.9pp | 42.32%-62.6pp | 417.96%-438.2pp |
| Employer contribution / active EE | $485 | $3,418-85.8% | $2,812-82.8% | $4,740-89.8% |
| Participant deferral / active EE | $2,688 | $5,238-48.7% | $4,426-39.3% | $6,400-58.0% |
| Admin fee / account holder | $9,028 | $6,944+30.0% | $5,425+66.4% | $11,426-21.0% |