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 | $94,645 | $95,971-1.4% | $74,550+27.0% | $135,375-30.1% |
| Participation rate | 56.5% | 75.7%-19.1pp | 69.1%-12.6pp | 82.6%-26.1pp |
| Annual return | -7.72% | 56.96%-64.7pp | 32.53%-40.3pp | 519.73%-527.5pp |
| Employer contribution / active EE | $391 | $2,716-85.6% | $1,961-80.1% | $4,779-91.8% |
| Participant deferral / active EE | $3,186 | $3,843-17.1% | $3,108+2.5% | $5,609-43.2% |
| Admin fee / account holder | $11,247 | $6,522+72.5% | $5,060+122.3% | $10,827+3.9% |