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 | $44,874 | $90,320-50.3% | $59,496-24.6% | $125,391-64.2% |
| Participation rate | 60.9% | 68.3%-7.4pp | 54.6%+6.3pp | 83.2%-22.3pp |
| Annual return | -2.33% | 369.13%-371.5pp | 182.05%-184.4pp | 282.22%-284.6pp |
| Employer contribution / active EE | $549 | $1,792-69.3% | $1,153-52.4% | $4,866-88.7% |
| Participant deferral / active EE | $2,878 | $2,716+6.0% | $1,829+57.4% | $5,352-46.2% |
| Admin fee / account holder | $458 | $3,063-85.0% | $2,232-79.5% | $9,540-95.2% |