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 | $51,153 | $152,509-66.5% | $117,472-56.5% | $134,475-62.0% |
| Participation rate | 53.8% | 77.1%-23.2pp | 70.6%-16.7pp | 81.2%-27.4pp |
| Annual return | -17.09% | 52.99%-70.1pp | 29.74%-46.8pp | 417.96%-435.1pp |
| Employer contribution / active EE | $889 | $5,571-84.0% | $4,176-78.7% | $4,740-81.2% |
| Participant deferral / active EE | $4,150 | $4,818-13.9% | $4,070+2.0% | $6,400-35.2% |
| Admin fee / account holder | $896 | $7,004-87.2% | $5,645-84.1% | $11,426-92.2% |