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 | $67,477 | $67,331+0.2% | $60,874+10.8% | $134,475-49.8% |
| Participation rate | 65.2% | 76.2%-11.0pp | 73.1%-7.9pp | 81.2%-16.0pp |
| Annual return | -15.03% | 49.93%-65.0pp | 16.90%-31.9pp | 417.96%-433.0pp |
| Employer contribution / active EE | $435 | $3,096-86.0% | $2,701-83.9% | $4,740-90.8% |
| Participant deferral / active EE | $2,757 | $4,538-39.3% | $3,817-27.8% | $6,400-56.9% |
| Admin fee / account holder | $1,332 | $4,582-70.9% | $3,224-58.7% | $11,426-88.3% |