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 | $101,274 | $133,958-24.4% | $112,228-9.8% | $134,475-24.7% |
| Participation rate | 69.6% | 78.6%-9.0pp | 75.1%-5.5pp | 81.2%-11.7pp |
| Annual return | -12.80% | 47.11%-59.9pp | 27.45%-40.2pp | 417.96%-430.8pp |
| Employer contribution / active EE | $1,402 | $4,038-65.3% | $3,635-61.4% | $4,740-70.4% |
| Participant deferral / active EE | $3,902 | $5,291-26.2% | $4,728-17.5% | $6,400-39.0% |
| Admin fee / account holder | $36,016 | $7,489+380.9% | $6,410+461.9% | $11,426+215.2% |