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 | $74,815 | $100,754-25.7% | $86,677-13.7% | $134,475-44.4% |
| Participation rate | 42.9% | 78.9%-36.1pp | 76.6%-33.7pp | 81.2%-38.4pp |
| Annual return | -10.62% | 29.04%-39.7pp | 35.91%-46.5pp | 417.96%-428.6pp |
| Employer contribution / active EE | $812 | $3,489-76.7% | $2,836-71.4% | $4,740-82.9% |
| Participant deferral / active EE | $2,377 | $5,338-55.5% | $4,656-48.9% | $6,400-62.9% |
| Admin fee / account holder | $7,949 | $10,926-27.3% | $7,493+6.1% | $11,426-30.4% |