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 | $21,266 | $95,971-77.8% | $74,550-71.5% | $135,375-84.3% |
| Participation rate | 62.5% | 75.7%-13.2pp | 69.1%-6.6pp | 82.6%-20.1pp |
| Annual return | -3.99% | 56.96%-61.0pp | 32.53%-36.5pp | 519.73%-523.7pp |
| Employer contribution / active EE | $1,926 | $2,716-29.1% | $1,961-1.8% | $4,779-59.7% |
| Participant deferral / active EE | $2,695 | $3,843-29.9% | $3,108-13.3% | $5,609-52.0% |
| Admin fee / account holder | $12,043 | $6,522+84.7% | $5,060+138.0% | $10,827+11.2% |