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 | $57,302 | $57,354-0.1% | $83,848-31.7% | $64,186-10.7% |
| Participation rate | 43.8% | 68.6%-24.9pp | 76.1%-32.4pp | 69.6%-25.8pp |
| Annual return | -0.35% | 11.38%-11.7pp | 850.88%-851.2pp | 7.63%-8.0pp |
| Employer contribution / active EE | $1,176 | $2,545-53.8% | $3,631-67.6% | $2,381-50.6% |
| Participant deferral / active EE | $2,103 | $2,993-29.7% | $4,082-48.5% | $3,470-39.4% |
| Admin fee / account holder | $422 | $4,046-89.6% | $5,478-92.3% | $4,888-91.4% |