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 | $49,461 | $129,942-61.9% | $104,294-52.6% | $134,475-63.2% |
| Participation rate | 42.9% | 79.5%-36.7pp | 73.3%-30.4pp | 81.2%-38.4pp |
| Annual return | -15.99% | 42.03%-58.0pp | 24.61%-40.6pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,075 | $4,184-74.3% | $3,372-68.1% | $4,740-77.3% |
| Participant deferral / active EE | $2,533 | $5,588-54.7% | $4,625-45.2% | $6,400-60.4% |
| Admin fee / account holder | $8,648 | $9,323-7.2% | $7,339+17.8% | $11,426-24.3% |