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 | $40,984 | $133,958-69.4% | $112,228-63.5% | $134,475-69.5% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -13.52% | 47.11%-60.6pp | 27.45%-41.0pp | 417.96%-431.5pp |
| Employer contribution / active EE | $1,747 | $4,038-56.7% | $3,635-51.9% | $4,740-63.1% |
| Participant deferral / active EE | $2,546 | $5,291-51.9% | $4,728-46.2% | $6,400-60.2% |
| Admin fee / account holder | $579 | $7,489-92.3% | $6,410-91.0% | $11,426-94.9% |