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 | $45,845 | $133,958-65.8% | $112,228-59.1% | $134,475-65.9% |
| Participation rate | 56.3% | 78.6%-22.3pp | 75.1%-18.8pp | 81.2%-25.0pp |
| Annual return | -16.05% | 47.11%-63.2pp | 27.45%-43.5pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,425 | $4,038-64.7% | $3,635-60.8% | $4,740-69.9% |
| Participant deferral / active EE | $2,702 | $5,291-48.9% | $4,728-42.9% | $6,400-57.8% |
| Admin fee / account holder | $2,272 | $7,489-69.7% | $6,410-64.6% | $11,426-80.1% |