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 | $50,665 | $57,354-11.7% | $83,848-39.6% | $64,186-21.1% |
| Participation rate | 51.3% | 68.6%-17.3pp | 76.1%-24.9pp | 69.6%-18.3pp |
| Annual return | -4.39% | 11.38%-15.8pp | 850.88%-855.3pp | 7.63%-12.0pp |
| Employer contribution / active EE | $611 | $2,545-76.0% | $3,631-83.2% | $2,381-74.3% |
| Participant deferral / active EE | $1,825 | $2,993-39.0% | $4,082-55.3% | $3,470-47.4% |
| Admin fee / account holder | $5,439 | $4,046+34.4% | $5,478-0.7% | $4,888+11.3% |