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 | $97,286 | $133,958-27.4% | $112,228-13.3% | $134,475-27.7% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -7.11% | 47.11%-54.2pp | 27.45%-34.6pp | 417.96%-425.1pp |
| Employer contribution / active EE | $2,003 | $4,038-50.4% | $3,635-44.9% | $4,740-57.7% |
| Participant deferral / active EE | $4,227 | $5,291-20.1% | $4,728-10.6% | $6,400-34.0% |
| Admin fee / account holder | $30,655 | $7,489+309.4% | $6,410+378.2% | $11,426+168.3% |