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 | $22,750 | $90,600-74.9% | $79,464-71.4% | $135,375-83.2% |
| Participation rate | 47.6% | 76.0%-28.4pp | 73.3%-25.7pp | 82.6%-35.0pp |
| Annual return | -1.93% | 977.43%-979.4pp | 718.14%-720.1pp | 519.73%-521.7pp |
| Employer contribution / active EE | $101 | $3,068-96.7% | $2,800-96.4% | $4,779-97.9% |
| Participant deferral / active EE | $2,021 | $4,050-50.1% | $3,704-45.4% | $5,609-64.0% |
| Admin fee / account holder | $5,451 | $5,907-7.7% | $5,113+6.6% | $10,827-49.7% |