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 | $41,275 | $45,863-10.0% | $77,024-46.4% | $68,494-39.7% |
| Participation rate | 46.5% | 55.9%-9.4pp | 67.9%-21.4pp | 67.9%-21.4pp |
| Annual return | -17.76% | 1.72%-19.5pp | 42.32%-60.1pp | -7.84%-9.9pp |
| Employer contribution / active EE | $603 | $1,650-63.4% | $2,812-78.5% | $2,596-76.8% |
| Participant deferral / active EE | $1,365 | $2,962-53.9% | $4,426-69.2% | $4,027-66.1% |
| Admin fee / account holder | $1,077 | $3,041-64.6% | $5,425-80.1% | $5,403-80.1% |