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 | $48,074 | $59,805-19.6% | $79,550-39.6% | $68,494-29.8% |
| Participation rate | 42.1% | 61.1%-19.0pp | 69.5%-27.4pp | 67.9%-25.8pp |
| Annual return | -17.46% | -12.30%-5.2pp | 0.16%-17.6pp | -7.84%-9.6pp |
| Employer contribution / active EE | $630 | $1,505-58.2% | $2,413-73.9% | $2,596-75.8% |
| Participant deferral / active EE | $3,411 | $3,024+12.8% | $3,985-14.4% | $4,027-15.3% |
| Admin fee / account holder | $6,296 | $4,835+30.2% | $6,832-7.9% | $5,403+16.5% |