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 | $67,008 | $99,032-32.3% | $80,019-16.3% | $135,375-50.5% |
| Participation rate | 27.8% | 78.4%-50.6pp | 75.8%-48.1pp | 82.6%-54.9pp |
| Annual return | -4.61% | 15.39%-20.0pp | 11.22%-15.8pp | 519.73%-524.3pp |
| Employer contribution / active EE | $600 | $3,043-80.3% | $2,468-75.7% | $4,779-87.4% |
| Participant deferral / active EE | $2,839 | $4,282-33.7% | $3,686-23.0% | $5,609-49.4% |
| Admin fee / account holder | $14,649 | $10,436+40.4% | $6,521+124.7% | $10,827+35.3% |