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 | $30,651 | $92,222-66.8% | $76,768-60.1% | $135,375-77.4% |
| Participation rate | 56.3% | 79.8%-23.5pp | 77.0%-20.7pp | 82.6%-26.4pp |
| Annual return | -5.62% | 5.46%-11.1pp | 2.43%-8.0pp | 519.73%-525.4pp |
| Employer contribution / active EE | $800 | $3,216-75.1% | $2,485-67.8% | $4,779-83.3% |
| Participant deferral / active EE | $1,460 | $4,509-67.6% | $3,852-62.1% | $5,609-74.0% |
| Admin fee / account holder | $1,111 | $10,748-89.7% | $6,675-83.4% | $10,827-89.7% |