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 | $29,225 | $87,540-66.6% | $75,781-61.4% | $125,391-76.7% |
| Participation rate | 33.3% | 80.2%-46.8pp | 75.8%-42.5pp | 83.2%-49.9pp |
| Annual return | -2.46% | 13.48%-15.9pp | 9.68%-12.1pp | 282.22%-284.7pp |
| Employer contribution / active EE | $709 | $3,930-82.0% | $3,323-78.7% | $4,866-85.4% |
| Participant deferral / active EE | $1,204 | $4,229-71.5% | $3,651-67.0% | $5,352-77.5% |
| Admin fee / account holder | $9,287 | $6,502+42.8% | $5,299+75.2% | $9,540-2.7% |