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 | $31,399 | $133,958-76.6% | $112,228-72.0% | $134,475-76.7% |
| Participation rate | 57.9% | 78.6%-20.7pp | 75.1%-17.2pp | 81.2%-23.3pp |
| Annual return | -12.65% | 47.11%-59.8pp | 27.45%-40.1pp | 417.96%-430.6pp |
| Employer contribution / active EE | $2,312 | $4,038-42.7% | $3,635-36.4% | $4,740-51.2% |
| Participant deferral / active EE | $3,508 | $5,291-33.7% | $4,728-25.8% | $6,400-45.2% |
| Admin fee / account holder | $9,398 | $7,489+25.5% | $6,410+46.6% | $11,426-17.8% |