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 | $51,299 | $100,754-49.1% | $86,677-40.8% | $134,475-61.9% |
| Participation rate | 61.1% | 78.9%-17.8pp | 76.6%-15.5pp | 81.2%-20.1pp |
| Annual return | -10.96% | 29.04%-40.0pp | 35.91%-46.9pp | 417.96%-428.9pp |
| Employer contribution / active EE | $1,214 | $3,489-65.2% | $2,836-57.2% | $4,740-74.4% |
| Participant deferral / active EE | $1,892 | $5,338-64.6% | $4,656-59.4% | $6,400-70.4% |
| Admin fee / account holder | $50,365 | $10,926+360.9% | $7,493+572.1% | $11,426+340.8% |