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 | $37,907 | $45,863-17.3% | $77,024-50.8% | $68,494-44.7% |
| Participation rate | 48.1% | 55.9%-7.8pp | 67.9%-19.8pp | 67.9%-19.7pp |
| Annual return | -17.42% | 1.72%-19.1pp | 42.32%-59.7pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,158 | $1,650-29.8% | $2,812-58.8% | $2,596-55.4% |
| Participant deferral / active EE | $1,707 | $2,962-42.4% | $4,426-61.4% | $4,027-57.6% |
| Admin fee / account holder | $1,069 | $3,041-64.9% | $5,425-80.3% | $5,403-80.2% |