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 | $37,909 | $95,193-60.2% | $76,523-50.5% | $135,375-72.0% |
| Participation rate | 53.3% | 74.4%-21.1pp | 68.0%-14.7pp | 82.6%-29.3pp |
| Annual return | -3.41% | 4.85%-8.3pp | -0.27%-3.1pp | 519.73%-523.1pp |
| Employer contribution / active EE | $662 | $3,302-80.0% | $2,647-75.0% | $4,779-86.1% |
| Participant deferral / active EE | $3,069 | $4,639-33.9% | $3,835-20.0% | $5,609-45.3% |
| Admin fee / account holder | $6,741 | $6,249+7.9% | $4,848+39.0% | $10,827-37.7% |