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 | $68,455 | $152,509-55.1% | $117,472-41.7% | $134,475-49.1% |
| Participation rate | 47.8% | 77.1%-29.3pp | 70.6%-22.8pp | 81.2%-33.4pp |
| Annual return | -17.04% | 52.99%-70.0pp | 29.74%-46.8pp | 417.96%-435.0pp |
| Employer contribution / active EE | $780 | $5,571-86.0% | $4,176-81.3% | $4,740-83.5% |
| Participant deferral / active EE | $1,721 | $4,818-64.3% | $4,070-57.7% | $6,400-73.1% |
| Admin fee / account holder | $2,881 | $7,004-58.9% | $5,645-49.0% | $11,426-74.8% |