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 | $49,112 | $133,958-63.3% | $112,228-56.2% | $134,475-63.5% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -10.92% | 47.11%-58.0pp | 27.45%-38.4pp | 417.96%-428.9pp |
| Employer contribution / active EE | $3,738 | $4,038-7.4% | $3,635+2.8% | $4,740-21.1% |
| Participant deferral / active EE | $5,750 | $5,291+8.7% | $4,728+21.6% | $6,400-10.2% |
| Admin fee / account holder | $1,454 | $7,489-80.6% | $6,410-77.3% | $11,426-87.3% |