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 | $69,970 | $167,307-58.2% | $143,757-51.3% | $134,475-48.0% |
| Participation rate | 56.3% | 84.8%-28.6pp | 80.3%-24.1pp | 81.2%-25.0pp |
| Annual return | -17.20% | 0.46%-17.7pp | -0.04%-17.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,008 | $5,619-64.3% | $4,951-59.4% | $4,740-57.6% |
| Participant deferral / active EE | $4,989 | $6,446-22.6% | $5,637-11.5% | $6,400-22.0% |
| Admin fee / account holder | $7,782 | $18,088-57.0% | $14,673-47.0% | $11,426-31.9% |