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 | $39,116 | $152,509-74.4% | $117,472-66.7% | $134,475-70.9% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -13.75% | 52.99%-66.7pp | 29.74%-43.5pp | 417.96%-431.7pp |
| Employer contribution / active EE | $288 | $5,571-94.8% | $4,176-93.1% | $4,740-93.9% |
| Participant deferral / active EE | $2,361 | $4,818-51.0% | $4,070-42.0% | $6,400-63.1% |
| Admin fee / account holder | $16,349 | $7,004+133.4% | $5,645+189.6% | $11,426+43.1% |