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 | $59,399 | $100,754-41.0% | $86,677-31.5% | $134,475-55.8% |
| Participation rate | 46.7% | 78.9%-32.3pp | 76.6%-29.9pp | 81.2%-34.6pp |
| Annual return | -14.85% | 29.04%-43.9pp | 35.91%-50.8pp | 417.96%-432.8pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,702 | $5,338-11.9% | $4,656+1.0% | $6,400-26.5% |
| Admin fee / account holder | $859 | $10,926-92.1% | $7,493-88.5% | $11,426-92.5% |