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 | $41,672 | $99,032-57.9% | $80,019-47.9% | $135,375-69.2% |
| Participation rate | 68.8% | 78.4%-9.6pp | 75.8%-7.1pp | 82.6%-13.9pp |
| Annual return | -6.06% | 15.39%-21.4pp | 11.22%-17.3pp | 519.73%-525.8pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,282 | $4,282-70.1% | $3,686-65.2% | $5,609-77.1% |
| Admin fee / account holder | $1,672 | $10,436-84.0% | $6,521-74.4% | $10,827-84.6% |