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 | $32,596 | $133,958-75.7% | $112,228-71.0% | $134,475-75.8% |
| Participation rate | 28.6% | 78.6%-50.0pp | 75.1%-46.5pp | 81.2%-52.7pp |
| Annual return | -19.58% | 47.11%-66.7pp | 27.45%-47.0pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,257 | $4,038-68.9% | $3,635-65.4% | $4,740-73.5% |
| Participant deferral / active EE | $1,788 | $5,291-66.2% | $4,728-62.2% | $6,400-72.1% |
| Admin fee / account holder | $1,479 | $7,489-80.2% | $6,410-76.9% | $11,426-87.1% |