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 | $54,336 | $69,010-21.3% | $159,960-66.0% | $68,494-20.7% |
| Participation rate | 64.9% | 65.4%-0.5pp | 78.0%-13.1pp | 67.9%-3.0pp |
| Annual return | -18.66% | -9.65%-9.0pp | 408.60%-427.3pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,517 | $2,213-31.5% | $4,226-64.1% | $2,596-41.6% |
| Participant deferral / active EE | $2,990 | $4,212-29.0% | $6,182-51.6% | $4,027-25.8% |
| Admin fee / account holder | $550 | $4,798-88.5% | $8,698-93.7% | $5,403-89.8% |