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 | $50,943 | $91,911-44.6% | $68,793-25.9% | $135,375-62.4% |
| Participation rate | 61.5% | 76.7%-15.2pp | 72.2%-10.7pp | 82.6%-21.1pp |
| Annual return | -4.57% | -8.22%+3.7pp | -4.63%+0.1pp | 519.73%-524.3pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,696 | $4,315-60.7% | $3,311-48.8% | $5,609-69.8% |
| Admin fee / account holder | $474 | $9,240-94.9% | $5,131-90.8% | $10,827-95.6% |