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 | $24,487 | $117,690-79.2% | $71,735-65.9% | $134,475-81.8% |
| Participation rate | 33.3% | 68.8%-35.5pp | 62.3%-29.0pp | 81.2%-47.9pp |
| Annual return | -12.59% | 25.44%-38.0pp | 9.14%-21.7pp | 417.96%-430.6pp |
| Employer contribution / active EE | $0 | $2,525-100.0% | $1,704-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,132 | $3,759-69.9% | $2,658-57.4% | $6,400-82.3% |
| Admin fee / account holder | $4,959 | $6,379-22.3% | $3,974+24.8% | $11,426-56.6% |