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 | $79,514 | $100,754-21.1% | $86,677-8.3% | $134,475-40.9% |
| Participation rate | 60.0% | 78.9%-18.9pp | 76.6%-16.6pp | 81.2%-21.2pp |
| Annual return | -19.95% | 29.04%-49.0pp | 35.91%-55.9pp | 417.96%-437.9pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,758 | $5,338-29.6% | $4,656-19.3% | $6,400-41.3% |
| Admin fee / account holder | $4,715 | $10,926-56.8% | $7,493-37.1% | $11,426-58.7% |