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 | $67,410 | $91,538-26.4% | $129,995-48.1% | $75,163-10.3% |
| Participation rate | 54.0% | 71.4%-17.4pp | 78.5%-24.5pp | 67.2%-13.2pp |
| Annual return | 20.21% | -631.11%+651.3pp | -137.18%+157.4pp | 160.62%-140.4pp |
| Employer contribution / active EE | $1,715 | $2,845-39.7% | $4,320-60.3% | $2,670-35.8% |
| Participant deferral / active EE | $3,704 | $4,341-14.7% | $5,820-36.4% | $4,125-10.2% |
| Admin fee / account holder | $868 | $6,790-87.2% | $10,614-91.8% | $5,651-84.6% |