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 | $52,041 | $133,958-61.2% | $112,228-53.6% | $134,475-61.3% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -10.85% | 47.11%-58.0pp | 27.45%-38.3pp | 417.96%-428.8pp |
| Employer contribution / active EE | $3,799 | $4,038-5.9% | $3,635+4.5% | $4,740-19.9% |
| Participant deferral / active EE | $5,464 | $5,291+3.3% | $4,728+15.6% | $6,400-14.6% |
| Admin fee / account holder | $47,796 | $7,489+538.2% | $6,410+645.6% | $11,426+318.3% |