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 | $31,643 | $82,664-61.7% | $125,339-74.8% | $68,494-53.8% |
| Participation rate | 68.0% | 75.0%-7.0pp | 82.4%-14.4pp | 67.9%+0.1pp |
| Annual return | -14.76% | -5.97%-8.8pp | 572.05%-586.8pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,439 | $3,381-57.4% | $4,814-70.1% | $2,596-44.6% |
| Participant deferral / active EE | $3,897 | $6,110-36.2% | $7,446-47.7% | $4,027-3.2% |
| Admin fee / account holder | $4,595 | $6,275-26.8% | $10,010-54.1% | $5,403-14.9% |