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 | $69,224 | $133,958-48.3% | $112,228-38.3% | $134,475-48.5% |
| Participation rate | 44.4% | 78.6%-34.1pp | 75.1%-30.6pp | 81.2%-36.8pp |
| Annual return | -16.59% | 47.11%-63.7pp | 27.45%-44.0pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,308 | $4,038-67.6% | $3,635-64.0% | $4,740-72.4% |
| Participant deferral / active EE | $3,950 | $5,291-25.3% | $4,728-16.5% | $6,400-38.3% |
| Admin fee / account holder | $1,470 | $7,489-80.4% | $6,410-77.1% | $11,426-87.1% |