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 | $66,064 | $72,404-8.8% | $110,238-40.1% | $64,186+2.9% |
| Participation rate | 27.0% | 73.3%-46.3pp | 79.8%-52.8pp | 69.6%-42.5pp |
| Annual return | -4.87% | -6.29%+1.4pp | 314.74%-319.6pp | 7.63%-12.5pp |
| Employer contribution / active EE | $950 | $2,282-58.4% | $3,826-75.2% | $2,381-60.1% |
| Participant deferral / active EE | $2,154 | $3,469-37.9% | $4,672-53.9% | $3,470-37.9% |
| Admin fee / account holder | $4,133 | $5,664-27.0% | $8,547-51.6% | $4,888-15.5% |