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 | $57,265 | $142,344-59.8% | $119,609-52.1% | $134,475-57.4% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -15.19% | -12.44%-2.8pp | -14.97%-0.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,538 | $5,222-51.4% | $4,232-40.0% | $4,740-46.4% |
| Participant deferral / active EE | $3,730 | $6,469-42.3% | $5,602-33.4% | $6,400-41.7% |
| Admin fee / account holder | $948 | $13,584-93.0% | $10,323-90.8% | $11,426-91.7% |