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 | $24,696 | $158,817-84.4% | $121,196-79.6% | $135,375-81.8% |
| Participation rate | 62.5% | 79.3%-16.8pp | 71.7%-9.2pp | 82.6%-20.1pp |
| Annual return | -3.27% | -0.64%-2.6pp | 16.93%-20.2pp | 519.73%-523.0pp |
| Employer contribution / active EE | $1,051 | $5,665-81.5% | $4,022-73.9% | $4,779-78.0% |
| Participant deferral / active EE | $1,051 | $4,005-73.8% | $3,344-68.6% | $5,609-81.3% |
| Admin fee / account holder | $606 | $6,512-90.7% | $5,019-87.9% | $10,827-94.4% |