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 | $63,225 | $105,860-40.3% | $90,749-30.3% | $134,475-53.0% |
| Participation rate | 45.5% | 78.2%-32.8pp | 75.7%-30.2pp | 81.2%-35.8pp |
| Annual return | -13.53% | -11.01%-2.5pp | -12.16%-1.4pp | 417.96%-431.5pp |
| Employer contribution / active EE | $1,045 | $3,462-69.8% | $2,921-64.2% | $4,740-77.9% |
| Participant deferral / active EE | $3,227 | $5,216-38.1% | $4,564-29.3% | $6,400-49.6% |
| Admin fee / account holder | $8,474 | $13,938-39.2% | $8,445+0.3% | $11,426-25.8% |