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 | $50,435 | $99,032-49.1% | $80,019-37.0% | $135,375-62.7% |
| Participation rate | 47.8% | 78.4%-30.5pp | 75.8%-28.0pp | 82.6%-34.8pp |
| Annual return | -2.28% | 15.39%-17.7pp | 11.22%-13.5pp | 519.73%-522.0pp |
| Employer contribution / active EE | $724 | $3,043-76.2% | $2,468-70.7% | $4,779-84.8% |
| Participant deferral / active EE | $2,678 | $4,282-37.5% | $3,686-27.4% | $5,609-52.3% |
| Admin fee / account holder | $15,970 | $10,436+53.0% | $6,521+144.9% | $10,827+47.5% |