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 | $28,480 | $133,958-78.7% | $112,228-74.6% | $134,475-78.8% |
| Participation rate | 63.2% | 78.6%-15.4pp | 75.1%-11.9pp | 81.2%-18.1pp |
| Annual return | -14.43% | 47.11%-61.5pp | 27.45%-41.9pp | 417.96%-432.4pp |
| Employer contribution / active EE | $1,747 | $4,038-56.7% | $3,635-51.9% | $4,740-63.1% |
| Participant deferral / active EE | $2,658 | $5,291-49.8% | $4,728-43.8% | $6,400-58.5% |
| Admin fee / account holder | $15,721 | $7,489+109.9% | $6,410+145.3% | $11,426+37.6% |