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 | $58,555 | $58,5770% | $83,333-29.7% | $64,186-8.8% |
| Participation rate | 46.3% | 72.0%-25.8pp | 77.8%-31.5pp | 69.6%-23.3pp |
| Annual return | -5.40% | 9.65%-15.0pp | 10.63%-16.0pp | 7.63%-13.0pp |
| Employer contribution / active EE | $272 | $2,098-87.1% | $3,379-92.0% | $2,381-88.6% |
| Participant deferral / active EE | $2,841 | $4,654-39.0% | $5,565-48.9% | $3,470-18.1% |
| Admin fee / account holder | $5,988 | $9,275-35.4% | $7,510-20.3% | $4,888+22.5% |