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 | $56,786 | $127,386-55.4% | $115,037-50.6% | $125,391-54.7% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -3.12% | 31.28%-34.4pp | 26.14%-29.3pp | 282.22%-285.3pp |
| Employer contribution / active EE | $2,707 | $5,166-47.6% | $4,608-41.3% | $4,866-44.4% |
| Participant deferral / active EE | $4,854 | $6,423-24.4% | $6,026-19.5% | $5,352-9.3% |
| Admin fee / account holder | $23,206 | $9,516+143.9% | $8,175+183.9% | $9,540+143.2% |