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 | $25,567 | $129,942-80.3% | $104,294-75.5% | $134,475-81.0% |
| Participation rate | 58.8% | 79.5%-20.7pp | 73.3%-14.4pp | 81.2%-22.4pp |
| Annual return | -16.26% | 42.03%-58.3pp | 24.61%-40.9pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,698 | $4,184-59.4% | $3,372-49.6% | $4,740-64.2% |
| Participant deferral / active EE | $2,669 | $5,588-52.2% | $4,625-42.3% | $6,400-58.3% |
| Admin fee / account holder | $7,737 | $9,323-17.0% | $7,339+5.4% | $11,426-32.3% |