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 | $40,106 | $97,881-59.0% | $80,004-49.9% | $125,391-68.0% |
| Participation rate | 56.3% | 77.9%-21.6pp | 73.0%-16.8pp | 83.2%-26.9pp |
| Annual return | -0.20% | 9.36%-9.6pp | 7.63%-7.8pp | 282.22%-282.4pp |
| Employer contribution / active EE | $171 | $3,128-94.5% | $2,473-93.1% | $4,866-96.5% |
| Participant deferral / active EE | $863 | $3,744-77.0% | $3,204-73.1% | $5,352-83.9% |
| Admin fee / account holder | $333 | $6,278-94.7% | $5,033-93.4% | $9,540-96.5% |