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 | $35,073 | $77,813-54.9% | $123,544-71.6% | $64,186-45.4% |
| Participation rate | 38.9% | 74.7%-35.8pp | 82.3%-43.4pp | 69.6%-30.7pp |
| Annual return | -5.62% | 12.48%-18.1pp | 119.20%-124.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $591 | $3,014-80.4% | $4,628-87.2% | $2,381-75.2% |
| Participant deferral / active EE | $2,817 | $5,240-46.2% | $6,426-56.2% | $3,470-18.8% |
| Admin fee / account holder | $3,338 | $5,519-39.5% | $9,284-64.1% | $4,888-31.7% |