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 | $47,020 | $46,674+0.7% | $117,472-60.0% | $68,494-31.4% |
| Participation rate | 51.4% | 56.8%-5.4pp | 70.6%-19.2pp | 67.9%-16.5pp |
| Annual return | -11.24% | -14.52%+3.3pp | 29.74%-41.0pp | -7.84%-3.4pp |
| Employer contribution / active EE | $925 | $1,505-38.5% | $4,176-77.8% | $2,596-64.4% |
| Participant deferral / active EE | $2,777 | $2,636+5.3% | $4,070-31.8% | $4,027-31.1% |
| Admin fee / account holder | $2,058 | $4,020-48.8% | $5,645-63.5% | $5,403-61.9% |