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 | $170,290 | $158,817+7.2% | $121,196+40.5% | $135,375+25.8% |
| Participation rate | 28.6% | 79.3%-50.7pp | 71.7%-43.2pp | 82.6%-54.1pp |
| Annual return | -4.58% | -0.64%-3.9pp | 16.93%-21.5pp | 519.73%-524.3pp |
| Employer contribution / active EE | $903 | $5,665-84.1% | $4,022-77.5% | $4,779-81.1% |
| Participant deferral / active EE | $903 | $4,005-77.5% | $3,344-73.0% | $5,609-83.9% |
| Admin fee / account holder | $3,422 | $6,512-47.5% | $5,019-31.8% | $10,827-68.4% |