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 | $90,348 | $99,032-8.8% | $80,019+12.9% | $135,375-33.3% |
| Participation rate | 52.4% | 78.4%-26.0pp | 75.8%-23.4pp | 82.6%-30.3pp |
| Annual return | -4.50% | 15.39%-19.9pp | 11.22%-15.7pp | 519.73%-524.2pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,606 | $4,282-62.5% | $3,686-56.4% | $5,609-71.4% |
| Admin fee / account holder | $679 | $10,436-93.5% | $6,521-89.6% | $10,827-93.7% |