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 | $82,426 | $95,971-14.1% | $74,550+10.6% | $135,375-39.1% |
| Participation rate | 38.5% | 75.7%-37.2pp | 69.1%-30.7pp | 82.6%-44.2pp |
| Annual return | -7.71% | 56.96%-64.7pp | 32.53%-40.2pp | 519.73%-527.4pp |
| Employer contribution / active EE | $771 | $2,716-71.6% | $1,961-60.7% | $4,779-83.9% |
| Participant deferral / active EE | $3,160 | $3,843-17.8% | $3,108+1.7% | $5,609-43.7% |
| Admin fee / account holder | $683 | $6,522-89.5% | $5,060-86.5% | $10,827-93.7% |