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 | $83,126 | $59,805+39.0% | $79,550+4.5% | $68,494+21.4% |
| Participation rate | 38.8% | 61.1%-22.3pp | 69.5%-30.7pp | 67.9%-29.1pp |
| Annual return | -18.74% | -12.30%-6.4pp | 0.16%-18.9pp | -7.84%-10.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,091 | $3,024-30.9% | $3,985-47.5% | $4,027-48.1% |
| Admin fee / account holder | $2,483 | $4,835-48.6% | $6,832-63.7% | $5,403-54.0% |