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 | $92,817 | $133,958-30.7% | $112,228-17.3% | $134,475-31.0% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -18.35% | 47.11%-65.5pp | 27.45%-45.8pp | 417.96%-436.3pp |
| Employer contribution / active EE | $5,884 | $4,038+45.7% | $3,635+61.9% | $4,740+24.1% |
| Participant deferral / active EE | $12,488 | $5,291+136.0% | $4,728+164.1% | $6,400+95.1% |
| Admin fee / account holder | $4,067 | $7,489-45.7% | $6,410-36.5% | $11,426-64.4% |