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 | $32,023 | $92,222-65.3% | $76,768-58.3% | $135,375-76.3% |
| Participation rate | 40.0% | 79.8%-39.8pp | 77.0%-37.0pp | 82.6%-42.6pp |
| Annual return | -5.38% | 5.46%-10.8pp | 2.43%-7.8pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,466 | $3,216-54.4% | $2,485-41.0% | $4,779-69.3% |
| Participant deferral / active EE | $3,557 | $4,509-21.1% | $3,852-7.7% | $5,609-36.6% |
| Admin fee / account holder | $29,350 | $10,748+173.1% | $6,675+339.7% | $10,827+171.1% |