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 | $52,455 | $152,509-65.6% | $117,472-55.3% | $134,475-61.0% |
| Participation rate | 58.8% | 77.1%-18.3pp | 70.6%-11.8pp | 81.2%-22.4pp |
| Annual return | -16.33% | 52.99%-69.3pp | 29.74%-46.1pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,031 | $5,571-81.5% | $4,176-75.3% | $4,740-78.2% |
| Participant deferral / active EE | $2,759 | $4,818-42.7% | $4,070-32.2% | $6,400-56.9% |
| Admin fee / account holder | $2,205 | $7,004-68.5% | $5,645-60.9% | $11,426-80.7% |