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 | $36,909 | $93,024-60.3% | $77,024-52.1% | $134,475-72.6% |
| Participation rate | 53.3% | 74.5%-21.1pp | 67.9%-14.6pp | 81.2%-27.9pp |
| Annual return | -17.39% | 62.60%-80.0pp | 42.32%-59.7pp | 417.96%-435.4pp |
| Employer contribution / active EE | $479 | $3,418-86.0% | $2,812-83.0% | $4,740-89.9% |
| Participant deferral / active EE | $3,077 | $5,238-41.2% | $4,426-30.5% | $6,400-51.9% |
| Admin fee / account holder | $517 | $6,944-92.6% | $5,425-90.5% | $11,426-95.5% |