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 | $67,131 | $211,958-68.3% | $169,463-60.4% | $135,375-50.4% |
| Participation rate | 54.5% | 82.6%-28.1pp | 77.8%-23.2pp | 82.6%-28.1pp |
| Annual return | -8.64% | 3.26%-11.9pp | 1.83%-10.5pp | 519.73%-528.4pp |
| Employer contribution / active EE | $1,665 | $5,120-67.5% | $4,159-60.0% | $4,779-65.2% |
| Participant deferral / active EE | $3,021 | $6,075-50.3% | $5,277-42.8% | $5,609-46.1% |
| Admin fee / account holder | $609 | $11,471-94.7% | $9,109-93.3% | $10,827-94.4% |