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 | $29,406 | $127,386-76.9% | $115,037-74.4% | $125,391-76.5% |
| Participation rate | 56.3% | 84.2%-27.9pp | 81.4%-25.1pp | 83.2%-26.9pp |
| Annual return | -2.67% | 31.28%-34.0pp | 26.14%-28.8pp | 282.22%-284.9pp |
| Employer contribution / active EE | $2,309 | $5,166-55.3% | $4,608-49.9% | $4,866-52.5% |
| Participant deferral / active EE | $3,972 | $6,423-38.2% | $6,026-34.1% | $5,352-25.8% |
| Admin fee / account holder | $3,746 | $9,516-60.6% | $8,175-54.2% | $9,540-60.7% |