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 | $14,607 | $152,509-90.4% | $117,472-87.6% | $134,475-89.1% |
| Participation rate | 20.0% | 77.1%-57.1pp | 70.6%-50.6pp | 81.2%-61.2pp |
| Annual return | -15.23% | 52.99%-68.2pp | 29.74%-45.0pp | 417.96%-433.2pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,928 | $4,818+2.3% | $4,070+21.1% | $6,400-23.0% |
| Admin fee / account holder | $423 | $7,004-94.0% | $5,645-92.5% | $11,426-96.3% |