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 | $66,154 | $97,044-31.8% | $83,333-20.6% | $135,375-51.1% |
| Participation rate | 45.5% | 80.4%-35.0pp | 77.8%-32.3pp | 82.6%-37.2pp |
| Annual return | -8.54% | 12.31%-20.9pp | 10.63%-19.2pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,762 | $4,143-57.5% | $3,379-47.8% | $4,779-63.1% |
| Participant deferral / active EE | $5,291 | $5,964-11.3% | $5,565-4.9% | $5,609-5.7% |
| Admin fee / account holder | $2,798 | $8,380-66.6% | $7,510-62.8% | $10,827-74.2% |