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 | $48,659 | $95,971-49.3% | $74,550-34.7% | $135,375-64.1% |
| Participation rate | 57.1% | 75.7%-18.5pp | 69.1%-12.0pp | 82.6%-25.5pp |
| Annual return | -9.09% | 56.96%-66.1pp | 32.53%-41.6pp | 519.73%-528.8pp |
| Employer contribution / active EE | $1,238 | $2,716-54.4% | $1,961-36.9% | $4,779-74.1% |
| Participant deferral / active EE | $7,076 | $3,843+84.1% | $3,108+127.7% | $5,609+26.2% |
| Admin fee / account holder | $423 | $6,522-93.5% | $5,060-91.6% | $10,827-96.1% |