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 | $61,943 | $152,509-59.4% | $117,472-47.3% | $134,475-53.9% |
| Participation rate | 38.5% | 77.1%-38.6pp | 70.6%-32.1pp | 81.2%-42.8pp |
| Annual return | -16.13% | 52.99%-69.1pp | 29.74%-45.9pp | 417.96%-434.1pp |
| Employer contribution / active EE | $966 | $5,571-82.7% | $4,176-76.9% | $4,740-79.6% |
| Participant deferral / active EE | $1,551 | $4,818-67.8% | $4,070-61.9% | $6,400-75.8% |
| Admin fee / account holder | $400 | $7,004-94.3% | $5,645-92.9% | $11,426-96.5% |