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 | $54,218 | $95,971-43.5% | $74,550-27.3% | $135,375-59.9% |
| Participation rate | 57.1% | 75.7%-18.5pp | 69.1%-12.0pp | 82.6%-25.5pp |
| Annual return | -7.62% | 56.96%-64.6pp | 32.53%-40.2pp | 519.73%-527.4pp |
| Employer contribution / active EE | $636 | $2,716-76.6% | $1,961-67.6% | $4,779-86.7% |
| Participant deferral / active EE | $2,075 | $3,843-46.0% | $3,108-33.2% | $5,609-63.0% |
| Admin fee / account holder | $907 | $6,522-86.1% | $5,060-82.1% | $10,827-91.6% |