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 | $58,246 | $158,817-63.3% | $121,196-51.9% | $135,375-57.0% |
| Participation rate | 47.1% | 79.3%-32.2pp | 71.7%-24.7pp | 82.6%-35.6pp |
| Annual return | -6.97% | -0.64%-6.3pp | 16.93%-23.9pp | 519.73%-526.7pp |
| Employer contribution / active EE | $387 | $5,665-93.2% | $4,022-90.4% | $4,779-91.9% |
| Participant deferral / active EE | $1,262 | $4,005-68.5% | $3,344-62.3% | $5,609-77.5% |
| Admin fee / account holder | $429 | $6,512-93.4% | $5,019-91.5% | $10,827-96.0% |