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 | $53,096 | $133,958-60.4% | $112,228-52.7% | $134,475-60.5% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -16.61% | 47.11%-63.7pp | 27.45%-44.1pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,818 | $4,038-55.0% | $3,635-50.0% | $4,740-61.6% |
| Participant deferral / active EE | $5,954 | $5,291+12.5% | $4,728+25.9% | $6,400-7.0% |
| Admin fee / account holder | $1,281 | $7,489-82.9% | $6,410-80.0% | $11,426-88.8% |