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 | $64,491 | $142,344-54.7% | $119,609-46.1% | $134,475-52.0% |
| Participation rate | 53.3% | 82.8%-29.5pp | 79.3%-25.9pp | 81.2%-27.9pp |
| Annual return | -17.20% | -12.44%-4.8pp | -14.97%-2.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $1,501 | $5,222-71.3% | $4,232-64.5% | $4,740-68.3% |
| Participant deferral / active EE | $2,609 | $6,469-59.7% | $5,602-53.4% | $6,400-59.2% |
| Admin fee / account holder | $973 | $13,584-92.8% | $10,323-90.6% | $11,426-91.5% |