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 | $29,241 | $158,817-81.6% | $121,196-75.9% | $135,375-78.4% |
| Participation rate | 47.8% | 79.3%-31.5pp | 71.7%-23.9pp | 82.6%-34.8pp |
| Annual return | -6.98% | -0.64%-6.3pp | 16.93%-23.9pp | 519.73%-526.7pp |
| Employer contribution / active EE | $855 | $5,665-84.9% | $4,022-78.7% | $4,779-82.1% |
| Participant deferral / active EE | $2,041 | $4,005-49.0% | $3,344-39.0% | $5,609-63.6% |
| Admin fee / account holder | $3,151 | $6,512-51.6% | $5,019-37.2% | $10,827-70.9% |