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 | $84,603 | $100,754-16.0% | $86,677-2.4% | $134,475-37.1% |
| Participation rate | 59.1% | 78.9%-19.8pp | 76.6%-17.5pp | 81.2%-22.1pp |
| Annual return | -13.90% | 29.04%-42.9pp | 35.91%-49.8pp | 417.96%-431.9pp |
| Employer contribution / active EE | $1,139 | $3,489-67.3% | $2,836-59.8% | $4,740-76.0% |
| Participant deferral / active EE | $2,282 | $5,338-57.2% | $4,656-51.0% | $6,400-64.3% |
| Admin fee / account holder | $2,714 | $10,926-75.2% | $7,493-63.8% | $11,426-76.2% |