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 | $31,101 | $71,883-56.7% | $86,677-64.1% | $68,494-54.6% |
| Participation rate | 48.7% | 72.2%-23.6pp | 76.6%-27.9pp | 67.9%-19.2pp |
| Annual return | -16.45% | 3.52%-20.0pp | 35.91%-52.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,246 | $2,173-42.7% | $2,836-56.1% | $2,596-52.0% |
| Participant deferral / active EE | $2,479 | $3,779-34.4% | $4,656-46.8% | $4,027-38.4% |
| Admin fee / account holder | $2,114 | $6,112-65.4% | $7,493-71.8% | $5,403-60.9% |