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 | $49,025 | $100,754-51.3% | $86,677-43.4% | $134,475-63.5% |
| Participation rate | 68.8% | 78.9%-10.2pp | 76.6%-7.8pp | 81.2%-12.5pp |
| Annual return | -12.20% | 29.04%-41.2pp | 35.91%-48.1pp | 417.96%-430.2pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,985 | $5,338+30.9% | $4,656+50.0% | $6,400+9.2% |
| Admin fee / account holder | $14,274 | $10,926+30.6% | $7,493+90.5% | $11,426+24.9% |