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 | $67,887 | $95,971-29.3% | $74,550-8.9% | $135,375-49.9% |
| Participation rate | 58.3% | 75.7%-17.3pp | 69.1%-10.8pp | 82.6%-24.3pp |
| Annual return | -6.14% | 56.96%-63.1pp | 32.53%-38.7pp | 519.73%-525.9pp |
| Employer contribution / active EE | $848 | $2,716-68.8% | $1,961-56.8% | $4,779-82.3% |
| Participant deferral / active EE | $2,478 | $3,843-35.5% | $3,108-20.3% | $5,609-55.8% |
| Admin fee / account holder | $964 | $6,522-85.2% | $5,060-80.9% | $10,827-91.1% |