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 | $42,655 | $45,566-6.4% | $64,105-33.5% | $59,632-28.5% |
| Participation rate | 37.9% | 60.2%-22.3pp | 68.2%-30.3pp | 68.7%-30.8pp |
| Annual return | -0.62% | 4.95%-5.6pp | 791.24%-791.9pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $653 | $934-30.1% | $1,820-64.1% | $2,203-70.3% |
| Participant deferral / active EE | $2,077 | $2,057+1.0% | $2,822-26.4% | $3,192-34.9% |
| Admin fee / account holder | $2,897 | $3,268-11.3% | $4,499-35.6% | $4,297-32.6% |