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 | $72,716 | $152,509-52.3% | $117,472-38.1% | $134,475-45.9% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -5.68% | 52.99%-58.7pp | 29.74%-35.4pp | 417.96%-423.6pp |
| Employer contribution / active EE | $2,275 | $5,571-59.2% | $4,176-45.5% | $4,740-52.0% |
| Participant deferral / active EE | $7,267 | $4,818+50.8% | $4,070+78.5% | $6,400+13.5% |
| Admin fee / account holder | $3,484 | $7,004-50.3% | $5,645-38.3% | $11,426-69.5% |