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 | $33,497 | $82,664-59.5% | $125,339-73.3% | $68,494-51.1% |
| Participation rate | 54.5% | 75.0%-20.5pp | 82.4%-27.8pp | 67.9%-13.3pp |
| Annual return | 32.38% | -5.97%+38.4pp | 572.05%-539.7pp | -7.84%+40.2pp |
| Employer contribution / active EE | $3,357 | $3,381-0.7% | $4,814-30.3% | $2,596+29.3% |
| Participant deferral / active EE | $8,356 | $6,110+36.7% | $7,446+12.2% | $4,027+107.5% |
| Admin fee / account holder | $10,394 | $6,275+65.6% | $10,010+3.8% | $5,403+92.4% |