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 | $21,634 | $138,065-84.3% | $123,544-82.5% | $135,375-84.0% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -8.35% | 153.68%-162.0pp | 119.20%-127.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,374 | $5,151-73.3% | $4,628-70.3% | $4,779-71.2% |
| Participant deferral / active EE | $2,894 | $6,799-57.4% | $6,426-55.0% | $5,609-48.4% |
| Admin fee / account holder | $605 | $10,916-94.5% | $9,284-93.5% | $10,827-94.4% |