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 | $101,411 | $167,484-39.5% | $151,611-33.1% | $134,475-24.6% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.5%-27.5pp | 81.2%-21.2pp |
| Annual return | -19.44% | 7.80%-27.2pp | 3.33%-22.8pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,967 | $6,829-56.6% | $6,166-51.9% | $4,740-37.4% |
| Participant deferral / active EE | $6,400 | $8,986-28.8% | $8,363-23.5% | $6,4000% |
| Admin fee / account holder | $2,117 | $13,783-84.6% | $11,616-81.8% | $11,426-81.5% |