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 | $93,958 | $100,754-6.7% | $86,677+8.4% | $134,475-30.1% |
| Participation rate | 52.6% | 78.9%-26.3pp | 76.6%-23.9pp | 81.2%-28.6pp |
| Annual return | -19.00% | 29.04%-48.0pp | 35.91%-54.9pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,545 | $3,489-55.7% | $2,836-45.5% | $4,740-67.4% |
| Participant deferral / active EE | $2,407 | $5,338-54.9% | $4,656-48.3% | $6,400-62.4% |
| Admin fee / account holder | $1,702 | $10,926-84.4% | $7,493-77.3% | $11,426-85.1% |