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 | $90,087 | $133,958-32.8% | $112,228-19.7% | $134,475-33.0% |
| Participation rate | 30.0% | 78.6%-48.6pp | 75.1%-45.1pp | 81.2%-51.2pp |
| Annual return | -13.05% | 47.11%-60.2pp | 27.45%-40.5pp | 417.96%-431.0pp |
| Employer contribution / active EE | $1,543 | $4,038-61.8% | $3,635-57.6% | $4,740-67.4% |
| Participant deferral / active EE | $5,947 | $5,291+12.4% | $4,728+25.8% | $6,400-7.1% |
| Admin fee / account holder | $80,532 | $7,489+975.4% | $6,410+1156.3% | $11,426+604.8% |