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 | $51,181 | $100,754-49.2% | $86,677-41.0% | $134,475-61.9% |
| Participation rate | 41.2% | 78.9%-37.8pp | 76.6%-35.4pp | 81.2%-40.0pp |
| Annual return | -16.88% | 29.04%-45.9pp | 35.91%-52.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $3,941 | $3,489+12.9% | $2,836+38.9% | $4,740-16.9% |
| Participant deferral / active EE | $5,806 | $5,338+8.8% | $4,656+24.7% | $6,400-9.3% |
| Admin fee / account holder | $4,417 | $10,926-59.6% | $7,493-41.1% | $11,426-61.3% |