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 | $72,442 | $129,942-44.3% | $104,294-30.5% | $134,475-46.1% |
| Participation rate | 46.2% | 79.5%-33.4pp | 73.3%-27.1pp | 81.2%-35.1pp |
| Annual return | -14.42% | 42.03%-56.5pp | 24.61%-39.0pp | 417.96%-432.4pp |
| Employer contribution / active EE | $1,307 | $4,184-68.8% | $3,372-61.2% | $4,740-72.4% |
| Participant deferral / active EE | $1,615 | $5,588-71.1% | $4,625-65.1% | $6,400-74.8% |
| Admin fee / account holder | $10,196 | $9,323+9.4% | $7,339+38.9% | $11,426-10.8% |