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 | $86,389 | $129,942-33.5% | $104,294-17.2% | $134,475-35.8% |
| Participation rate | 64.3% | 79.5%-15.2pp | 73.3%-9.0pp | 81.2%-16.9pp |
| Annual return | -15.97% | 42.03%-58.0pp | 24.61%-40.6pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,657 | $4,184-36.5% | $3,372-21.2% | $4,740-43.9% |
| Participant deferral / active EE | $4,504 | $5,588-19.4% | $4,625-2.6% | $6,400-29.6% |
| Admin fee / account holder | $6,882 | $9,323-26.2% | $7,339-6.2% | $11,426-39.8% |