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 | $49,106 | $167,307-70.6% | $143,757-65.8% | $134,475-63.5% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -15.09% | 0.46%-15.5pp | -0.04%-15.0pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,733 | $5,619-69.2% | $4,951-65.0% | $4,740-63.4% |
| Participant deferral / active EE | $6,779 | $6,446+5.2% | $5,637+20.3% | $6,400+5.9% |
| Admin fee / account holder | $516 | $18,088-97.1% | $14,673-96.5% | $11,426-95.5% |