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 | $101,744 | $133,958-24.0% | $112,228-9.3% | $134,475-24.3% |
| Participation rate | 53.8% | 78.6%-24.7pp | 75.1%-21.2pp | 81.2%-27.4pp |
| Annual return | -2.31% | 47.11%-49.4pp | 27.45%-29.8pp | 417.96%-420.3pp |
| Employer contribution / active EE | $2,393 | $4,038-40.7% | $3,635-34.2% | $4,740-49.5% |
| Participant deferral / active EE | $4,726 | $5,291-10.7% | $4,7280% | $6,400-26.2% |
| Admin fee / account holder | $2,351 | $7,489-68.6% | $6,410-63.3% | $11,426-79.4% |