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 | $45,427 | $99,032-54.1% | $80,019-43.2% | $135,375-66.4% |
| Participation rate | 57.1% | 78.4%-21.2pp | 75.8%-18.7pp | 82.6%-25.5pp |
| Annual return | -4.94% | 15.39%-20.3pp | 11.22%-16.2pp | 519.73%-524.7pp |
| Employer contribution / active EE | $595 | $3,043-80.4% | $2,468-75.9% | $4,779-87.5% |
| Participant deferral / active EE | $1,597 | $4,282-62.7% | $3,686-56.7% | $5,609-71.5% |
| Admin fee / account holder | $5,025 | $10,436-51.8% | $6,521-22.9% | $10,827-53.6% |