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 | $77,286 | $100,754-23.3% | $86,677-10.8% | $134,475-42.5% |
| Participation rate | 40.0% | 78.9%-38.9pp | 76.6%-36.6pp | 81.2%-41.2pp |
| Annual return | -15.34% | 29.04%-44.4pp | 35.91%-51.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,070 | $3,489-69.3% | $2,836-62.3% | $4,740-77.4% |
| Participant deferral / active EE | $5,529 | $5,338+3.6% | $4,656+18.8% | $6,400-13.6% |
| Admin fee / account holder | $66,898 | $10,926+512.3% | $7,493+792.8% | $11,426+485.5% |