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 | $44,931 | $43,723+2.8% | $121,196-62.9% | $64,186-30.0% |
| Participation rate | 28.4% | 58.3%-29.9pp | 71.7%-43.4pp | 69.6%-41.2pp |
| Annual return | -6.05% | 68.91%-75.0pp | 16.93%-23.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $340 | $1,296-73.8% | $4,022-91.5% | $2,381-85.7% |
| Participant deferral / active EE | $1,177 | $2,280-48.4% | $3,344-64.8% | $3,470-66.1% |
| Admin fee / account holder | $327 | $3,501-90.6% | $5,019-93.5% | $4,888-93.3% |