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 | $66,626 | $133,958-50.3% | $112,228-40.6% | $134,475-50.5% |
| Participation rate | 58.8% | 78.6%-19.7pp | 75.1%-16.2pp | 81.2%-22.4pp |
| Annual return | -12.26% | 47.11%-59.4pp | 27.45%-39.7pp | 417.96%-430.2pp |
| Employer contribution / active EE | $2,956 | $4,038-26.8% | $3,635-18.7% | $4,740-37.6% |
| Participant deferral / active EE | $5,906 | $5,291+11.6% | $4,728+24.9% | $6,400-7.7% |
| Admin fee / account holder | $5,766 | $7,489-23.0% | $6,410-10.0% | $11,426-49.5% |