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 | $81,282 | $133,958-39.3% | $112,228-27.6% | $134,475-39.6% |
| Participation rate | 64.7% | 78.6%-13.9pp | 75.1%-10.4pp | 81.2%-16.5pp |
| Annual return | -13.60% | 47.11%-60.7pp | 27.45%-41.1pp | 417.96%-431.6pp |
| Employer contribution / active EE | $2,190 | $4,038-45.8% | $3,635-39.7% | $4,740-53.8% |
| Participant deferral / active EE | $4,176 | $5,291-21.1% | $4,728-11.7% | $6,400-34.8% |
| Admin fee / account holder | $2,120 | $7,489-71.7% | $6,410-66.9% | $11,426-81.4% |