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 | $73,175 | $100,754-27.4% | $86,677-15.6% | $134,475-45.6% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -15.37% | 29.04%-44.4pp | 35.91%-51.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,540 | $3,489-27.2% | $2,836-10.4% | $4,740-46.4% |
| Participant deferral / active EE | $5,348 | $5,338+0.2% | $4,656+14.9% | $6,400-16.4% |
| Admin fee / account holder | $355 | $10,926-96.8% | $7,493-95.3% | $11,426-96.9% |