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 | $67,529 | $105,860-36.2% | $90,749-25.6% | $134,475-49.8% |
| Participation rate | 33.3% | 78.2%-44.9pp | 75.7%-42.4pp | 81.2%-47.9pp |
| Annual return | -19.44% | -11.01%-8.4pp | -12.16%-7.3pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,078 | $3,462-40.0% | $2,921-28.9% | $4,740-56.2% |
| Participant deferral / active EE | $2,825 | $5,216-45.8% | $4,564-38.1% | $6,400-55.9% |
| Admin fee / account holder | $6,769 | $13,938-51.4% | $8,445-19.8% | $11,426-40.8% |