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 | $77,455 | $142,344-45.6% | $119,609-35.2% | $134,475-42.4% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -12.08% | -12.44%+0.4pp | -14.97%+2.9pp | 417.96%-430.0pp |
| Employer contribution / active EE | $2,162 | $5,222-58.6% | $4,232-48.9% | $4,740-54.4% |
| Participant deferral / active EE | $4,657 | $6,469-28.0% | $5,602-16.9% | $6,400-27.2% |
| Admin fee / account holder | $1,199 | $13,584-91.2% | $10,323-88.4% | $11,426-89.5% |