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 | $30,051 | $43,723-31.3% | $121,196-75.2% | $64,186-53.2% |
| Participation rate | 30.0% | 58.3%-28.3pp | 71.7%-41.7pp | 69.6%-39.6pp |
| Annual return | -6.48% | 68.91%-75.4pp | 16.93%-23.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $311 | $1,296-76.0% | $4,022-92.3% | $2,381-86.9% |
| Participant deferral / active EE | $987 | $2,280-56.7% | $3,344-70.5% | $3,470-71.5% |
| Admin fee / account holder | $2,720 | $3,501-22.3% | $5,019-45.8% | $4,888-44.4% |