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 | $47,965 | $67,331-28.8% | $60,874-21.2% | $134,475-64.3% |
| Participation rate | 42.9% | 76.2%-33.3pp | 73.1%-30.3pp | 81.2%-38.4pp |
| Annual return | -17.80% | 49.93%-67.7pp | 16.90%-34.7pp | 417.96%-435.8pp |
| Employer contribution / active EE | $857 | $3,096-72.3% | $2,701-68.3% | $4,740-81.9% |
| Participant deferral / active EE | $1,727 | $4,538-62.0% | $3,817-54.8% | $6,400-73.0% |
| Admin fee / account holder | $2,289 | $4,582-50.0% | $3,224-29.0% | $11,426-80.0% |