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 | $36,002 | $67,331-46.5% | $60,874-40.9% | $134,475-73.2% |
| Participation rate | 47.6% | 76.2%-28.6pp | 73.1%-25.5pp | 81.2%-33.6pp |
| Annual return | -17.48% | 49.93%-67.4pp | 16.90%-34.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $786 | $3,096-74.6% | $2,701-70.9% | $4,740-83.4% |
| Participant deferral / active EE | $2,273 | $4,538-49.9% | $3,817-40.5% | $6,400-64.5% |
| Admin fee / account holder | $2,635 | $4,582-42.5% | $3,224-18.3% | $11,426-76.9% |