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 | $62,432 | $158,817-60.7% | $121,196-48.5% | $135,375-53.9% |
| Participation rate | 30.0% | 79.3%-49.3pp | 71.7%-41.7pp | 82.6%-52.6pp |
| Annual return | -5.75% | -0.64%-5.1pp | 16.93%-22.7pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,142 | $5,665-79.8% | $4,022-71.6% | $4,779-76.1% |
| Participant deferral / active EE | $1,527 | $4,005-61.9% | $3,344-54.4% | $5,609-72.8% |
| Admin fee / account holder | $6,166 | $6,512-5.3% | $5,019+22.8% | $10,827-43.1% |