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 | $66,028 | $133,958-50.7% | $112,228-41.2% | $134,475-50.9% |
| Participation rate | 68.4% | 78.6%-10.1pp | 75.1%-6.6pp | 81.2%-12.8pp |
| Annual return | -15.61% | 47.11%-62.7pp | 27.45%-43.1pp | 417.96%-433.6pp |
| Employer contribution / active EE | $2,012 | $4,038-50.2% | $3,635-44.7% | $4,740-57.6% |
| Participant deferral / active EE | $3,916 | $5,291-26.0% | $4,728-17.2% | $6,400-38.8% |
| Admin fee / account holder | $5,392 | $7,489-28.0% | $6,410-15.9% | $11,426-52.8% |