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 | $33,541 | $158,817-78.9% | $121,196-72.3% | $135,375-75.2% |
| Participation rate | 47.8% | 79.3%-31.5pp | 71.7%-23.9pp | 82.6%-34.8pp |
| Annual return | -4.36% | -0.64%-3.7pp | 16.93%-21.3pp | 519.73%-524.1pp |
| Employer contribution / active EE | $641 | $5,665-88.7% | $4,022-84.1% | $4,779-86.6% |
| Participant deferral / active EE | $1,127 | $4,005-71.9% | $3,344-66.3% | $5,609-79.9% |
| Admin fee / account holder | $22,318 | $6,512+242.7% | $5,019+344.7% | $10,827+106.1% |