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 | $49,711 | $105,860-53.0% | $90,749-45.2% | $134,475-63.0% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.7%-9.0pp | 81.2%-14.6pp |
| Annual return | -5.83% | -11.01%+5.2pp | -12.16%+6.3pp | 417.96%-423.8pp |
| Employer contribution / active EE | $931 | $3,462-73.1% | $2,921-68.1% | $4,740-80.4% |
| Participant deferral / active EE | $17,997 | $5,216+245.1% | $4,564+294.3% | $6,400+181.2% |
| Admin fee / account holder | $122,208 | $13,938+776.8% | $8,445+1347.2% | $11,426+969.6% |