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 | $82,539 | $106,543-22.5% | $91,220-9.5% | $134,475-38.6% |
| Participation rate | 54.5% | 76.8%-22.3pp | 73.2%-18.7pp | 81.2%-26.7pp |
| Annual return | -16.70% | 160.60%-177.3pp | 114.01%-130.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $629 | $3,331-81.1% | $2,850-77.9% | $4,740-86.7% |
| Participant deferral / active EE | $3,112 | $4,719-34.0% | $4,234-26.5% | $6,400-51.4% |
| Admin fee / account holder | $14,772 | $6,231+137.1% | $5,420+172.6% | $11,426+29.3% |