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 | $69,713 | $133,958-48.0% | $112,228-37.9% | $134,475-48.2% |
| Participation rate | 43.8% | 78.6%-34.8pp | 75.1%-31.3pp | 81.2%-37.5pp |
| Annual return | -8.94% | 47.11%-56.1pp | 27.45%-36.4pp | 417.96%-426.9pp |
| Employer contribution / active EE | $989 | $4,038-75.5% | $3,635-72.8% | $4,740-79.1% |
| Participant deferral / active EE | $1,563 | $5,291-70.5% | $4,728-67.0% | $6,400-75.6% |
| Admin fee / account holder | $2,823 | $7,489-62.3% | $6,410-56.0% | $11,426-75.3% |