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 | $85,282 | $133,958-36.3% | $112,228-24.0% | $134,475-36.6% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -14.91% | 47.11%-62.0pp | 27.45%-42.4pp | 417.96%-432.9pp |
| Employer contribution / active EE | $3,068 | $4,038-24.0% | $3,635-15.6% | $4,740-35.3% |
| Participant deferral / active EE | $7,413 | $5,291+40.1% | $4,728+56.8% | $6,400+15.8% |
| Admin fee / account holder | $1,250 | $7,489-83.3% | $6,410-80.5% | $11,426-89.1% |