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 | $73,855 | $97,044-23.9% | $83,333-11.4% | $135,375-45.4% |
| Participation rate | 50.0% | 80.4%-30.4pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -8.66% | 12.31%-21.0pp | 10.63%-19.3pp | 519.73%-528.4pp |
| Employer contribution / active EE | $1,020 | $4,143-75.4% | $3,379-69.8% | $4,779-78.7% |
| Participant deferral / active EE | $2,875 | $5,964-51.8% | $5,565-48.3% | $5,609-48.7% |
| Admin fee / account holder | $668 | $8,380-92.0% | $7,510-91.1% | $10,827-93.8% |