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 | $31,344 | $45,566-31.2% | $64,105-51.1% | $59,632-47.4% |
| Participation rate | 43.9% | 60.2%-16.3pp | 68.2%-24.3pp | 68.7%-24.8pp |
| Annual return | -2.10% | 4.95%-7.0pp | 791.24%-793.3pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,543 | $2,057+23.6% | $2,822-9.9% | $3,192-20.3% |
| Admin fee / account holder | $3,068 | $3,268-6.1% | $4,499-31.8% | $4,297-28.6% |