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 | $25,757 | $67,331-61.7% | $60,874-57.7% | $134,475-80.8% |
| Participation rate | 69.2% | 76.2%-7.0pp | 73.1%-3.9pp | 81.2%-12.0pp |
| Annual return | -10.71% | 49.93%-60.6pp | 16.90%-27.6pp | 417.96%-428.7pp |
| Employer contribution / active EE | $1,772 | $3,096-42.8% | $2,701-34.4% | $4,740-62.6% |
| Participant deferral / active EE | $2,961 | $4,538-34.8% | $3,817-22.4% | $6,400-53.7% |
| Admin fee / account holder | $16,772 | $4,582+266.0% | $3,224+420.2% | $11,426+46.8% |