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 | $57,420 | $99,032-42.0% | $80,019-28.2% | $135,375-57.6% |
| Participation rate | 47.6% | 78.4%-30.7pp | 75.8%-28.2pp | 82.6%-35.0pp |
| Annual return | -6.22% | 15.39%-21.6pp | 11.22%-17.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,103 | $4,282-50.9% | $3,686-42.9% | $5,609-62.5% |
| Admin fee / account holder | $1,835 | $10,436-82.4% | $6,521-71.9% | $10,827-83.0% |