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 | $101,447 | $152,509-33.5% | $117,472-13.6% | $134,475-24.6% |
| Participation rate | 57.1% | 77.1%-19.9pp | 70.6%-13.4pp | 81.2%-24.1pp |
| Annual return | -16.68% | 52.99%-69.7pp | 29.74%-46.4pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,909 | $5,571-65.7% | $4,176-54.3% | $4,740-59.7% |
| Participant deferral / active EE | $4,215 | $4,818-12.5% | $4,070+3.6% | $6,400-34.1% |
| Admin fee / account holder | $1,643 | $7,004-76.5% | $5,645-70.9% | $11,426-85.6% |