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 | $34,400 | $127,100-72.9% | $105,738-67.5% | $135,375-74.6% |
| Participation rate | 28.6% | 82.7%-54.1pp | 76.3%-47.8pp | 82.6%-54.1pp |
| Annual return | -6.66% | 4.49%-11.2pp | 6.27%-12.9pp | 519.73%-526.4pp |
| Employer contribution / active EE | $930 | $4,107-77.4% | $3,268-71.6% | $4,779-80.5% |
| Participant deferral / active EE | $1,568 | $5,064-69.0% | $4,080-61.6% | $5,609-72.0% |
| Admin fee / account holder | $1,763 | $9,087-80.6% | $6,913-74.5% | $10,827-83.7% |