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 | $57,431 | $57,354+0.1% | $83,848-31.5% | $64,186-10.5% |
| Participation rate | 45.5% | 68.6%-23.2pp | 76.1%-30.7pp | 69.6%-24.1pp |
| Annual return | -4.45% | 11.38%-15.8pp | 850.88%-855.3pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,312 | $2,545-48.4% | $3,631-63.9% | $2,381-44.9% |
| Participant deferral / active EE | $3,213 | $2,993+7.4% | $4,082-21.3% | $3,470-7.4% |
| Admin fee / account holder | $8,778 | $4,046+117.0% | $5,478+60.2% | $4,888+79.6% |