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 | $34,350 | $59,805-42.6% | $79,550-56.8% | $68,494-49.9% |
| Participation rate | 27.9% | 61.1%-33.2pp | 69.5%-41.6pp | 67.9%-40.0pp |
| Annual return | -17.49% | -12.30%-5.2pp | 0.16%-17.7pp | -7.84%-9.6pp |
| Employer contribution / active EE | $419 | $1,505-72.1% | $2,413-82.6% | $2,596-83.8% |
| Participant deferral / active EE | $2,182 | $3,024-27.8% | $3,985-45.2% | $4,027-45.8% |
| Admin fee / account holder | $1,122 | $4,835-76.8% | $6,832-83.6% | $5,403-79.2% |