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 | $74,848 | $97,044-22.9% | $83,333-10.2% | $135,375-44.7% |
| Participation rate | 20.0% | 80.4%-60.4pp | 77.8%-57.8pp | 82.6%-62.6pp |
| Annual return | -8.94% | 12.31%-21.3pp | 10.63%-19.6pp | 519.73%-528.7pp |
| Employer contribution / active EE | $2,621 | $4,143-36.7% | $3,379-22.4% | $4,779-45.2% |
| Participant deferral / active EE | $4,839 | $5,964-18.9% | $5,565-13.0% | $5,609-13.7% |
| Admin fee / account holder | $2,324 | $8,380-72.3% | $7,510-69.1% | $10,827-78.5% |