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 | $30,131 | $92,222-67.3% | $76,768-60.8% | $135,375-77.7% |
| Participation rate | 43.5% | 79.8%-36.3pp | 77.0%-33.5pp | 82.6%-39.2pp |
| Annual return | -4.82% | 5.46%-10.3pp | 2.43%-7.3pp | 519.73%-524.6pp |
| Employer contribution / active EE | $854 | $3,216-73.4% | $2,485-65.6% | $4,779-82.1% |
| Participant deferral / active EE | $1,528 | $4,509-66.1% | $3,852-60.3% | $5,609-72.8% |
| Admin fee / account holder | $13,578 | $10,748+26.3% | $6,675+103.4% | $10,827+25.4% |