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 | $48,090 | $92,222-47.9% | $76,768-37.4% | $135,375-64.5% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -8.52% | 5.46%-14.0pp | 2.43%-10.9pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,666 | $3,216-48.2% | $2,485-33.0% | $4,779-65.1% |
| Participant deferral / active EE | $4,003 | $4,509-11.2% | $3,852+3.9% | $5,609-28.6% |
| Admin fee / account holder | $765 | $10,748-92.9% | $6,675-88.5% | $10,827-92.9% |