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 | $66,942 | $91,911-27.2% | $68,793-2.7% | $135,375-50.6% |
| Participation rate | 36.8% | 76.7%-39.9pp | 72.2%-35.4pp | 82.6%-45.8pp |
| Annual return | -6.78% | -8.22%+1.4pp | -4.63%-2.2pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,223 | $3,924-68.8% | $2,625-53.4% | $4,779-74.4% |
| Participant deferral / active EE | $1,980 | $4,315-54.1% | $3,311-40.2% | $5,609-64.7% |
| Admin fee / account holder | $3,909 | $9,240-57.7% | $5,131-23.8% | $10,827-63.9% |