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 | $93,615 | $100,754-7.1% | $86,677+8.0% | $134,475-30.4% |
| Participation rate | 55.0% | 78.9%-23.9pp | 76.6%-21.6pp | 81.2%-26.2pp |
| Annual return | -18.67% | 29.04%-47.7pp | 35.91%-54.6pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,265 | $3,489-63.7% | $2,836-55.4% | $4,740-73.3% |
| Participant deferral / active EE | $4,333 | $5,338-18.8% | $4,656-6.9% | $6,400-32.3% |
| Admin fee / account holder | $798 | $10,926-92.7% | $7,493-89.4% | $11,426-93.0% |