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 | $103,926 | $167,484-37.9% | $151,611-31.5% | $134,475-22.7% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -18.07% | 7.80%-25.9pp | 3.33%-21.4pp | 417.96%-436.0pp |
| Employer contribution / active EE | $3,451 | $6,829-49.5% | $6,166-44.0% | $4,740-27.2% |
| Participant deferral / active EE | $9,062 | $8,986+0.8% | $8,363+8.3% | $6,400+41.6% |
| Admin fee / account holder | $3,152 | $13,783-77.1% | $11,616-72.9% | $11,426-72.4% |