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 | $27,304 | $57,354-52.4% | $83,848-67.4% | $64,186-57.5% |
| Participation rate | 35.9% | 68.6%-32.7pp | 76.1%-40.2pp | 69.6%-33.7pp |
| Annual return | -5.84% | 11.38%-17.2pp | 850.88%-856.7pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,106 | $2,545-56.6% | $3,631-69.6% | $2,381-53.6% |
| Participant deferral / active EE | $2,104 | $2,993-29.7% | $4,082-48.5% | $3,470-39.4% |
| Admin fee / account holder | $2,399 | $4,046-40.7% | $5,478-56.2% | $4,888-50.9% |