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 | $62,289 | $76,000-18.0% | $154,107-59.6% | $64,186-3.0% |
| Participation rate | 67.9% | 70.4%-2.6pp | 83.0%-15.2pp | 69.6%-1.7pp |
| Annual return | -7.52% | 30.32%-37.8pp | 735.12%-742.6pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,299 | $3,351-31.4% | $5,298-56.6% | $2,381-3.4% |
| Participant deferral / active EE | $4,709 | $3,175+48.3% | $5,081-7.3% | $3,470+35.7% |
| Admin fee / account holder | $416 | $5,596-92.6% | $13,411-96.9% | $4,888-91.5% |