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 5-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 | $85,361 | $100,754-15.3% | $86,677-1.5% | $134,475-36.5% |
| Participation rate | 44.4% | 78.9%-34.5pp | 76.6%-32.1pp | 81.2%-36.8pp |
| Annual return | -18.46% | 29.04%-47.5pp | 35.91%-54.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,498 | $3,489-57.1% | $2,836-47.2% | $4,740-68.4% |
| Participant deferral / active EE | $3,291 | $5,338-38.3% | $4,656-29.3% | $6,400-48.6% |
| Admin fee / account holder | $579 | $10,926-94.7% | $7,493-92.3% | $11,426-94.9% |