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 | $57,672 | $133,958-56.9% | $112,228-48.6% | $134,475-57.1% |
| Participation rate | 37.5% | 78.6%-41.1pp | 75.1%-37.6pp | 81.2%-43.7pp |
| Annual return | -20.25% | 47.11%-67.4pp | 27.45%-47.7pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,263 | $4,038-68.7% | $3,635-65.3% | $4,740-73.4% |
| Participant deferral / active EE | $2,147 | $5,291-59.4% | $4,728-54.6% | $6,400-66.5% |
| Admin fee / account holder | $22,846 | $7,489+205.1% | $6,410+256.4% | $11,426+99.9% |