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 | $90,391 | $133,958-32.5% | $112,228-19.5% | $134,475-32.8% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -19.19% | 47.11%-66.3pp | 27.45%-46.6pp | 417.96%-437.2pp |
| Employer contribution / active EE | $936 | $4,038-76.8% | $3,635-74.3% | $4,740-80.3% |
| Participant deferral / active EE | $1,588 | $5,291-70.0% | $4,728-66.4% | $6,400-75.2% |
| Admin fee / account holder | $893 | $7,489-88.1% | $6,410-86.1% | $11,426-92.2% |