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 | $55,846 | $90,320-38.2% | $59,496-6.1% | $125,391-55.5% |
| Participation rate | 61.1% | 68.3%-7.2pp | 54.6%+6.6pp | 83.2%-22.1pp |
| Annual return | -3.95% | 369.13%-373.1pp | 182.05%-186.0pp | 282.22%-286.2pp |
| Employer contribution / active EE | $380 | $1,792-78.8% | $1,153-67.0% | $4,866-92.2% |
| Participant deferral / active EE | $2,925 | $2,716+7.7% | $1,829+59.9% | $5,352-45.3% |
| Admin fee / account holder | $7,083 | $3,063+131.3% | $2,232+217.3% | $9,540-25.8% |