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 | $18,077 | $69,518-74.0% | $59,878-69.8% | $135,375-86.6% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.7%-8.0pp | 82.6%-16.0pp |
| Annual return | -5.39% | 7.94%-13.3pp | 3.46%-8.9pp | 519.73%-525.1pp |
| Employer contribution / active EE | $511 | $3,235-84.2% | $2,722-81.2% | $4,779-89.3% |
| Participant deferral / active EE | $1,022 | $4,206-75.7% | $3,402-70.0% | $5,609-81.8% |
| Admin fee / account holder | $405 | $5,734-92.9% | $3,590-88.7% | $10,827-96.3% |