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 | $20,538 | $95,971-78.6% | $74,550-72.5% | $135,375-84.8% |
| Participation rate | 68.4% | 75.7%-7.2pp | 69.1%-0.7pp | 82.6%-14.2pp |
| Annual return | -7.64% | 56.96%-64.6pp | 32.53%-40.2pp | 519.73%-527.4pp |
| Employer contribution / active EE | $876 | $2,716-67.8% | $1,961-55.3% | $4,779-81.7% |
| Participant deferral / active EE | $1,825 | $3,843-52.5% | $3,108-41.3% | $5,609-67.5% |
| Admin fee / account holder | $7,898 | $6,522+21.1% | $5,060+56.1% | $10,827-27.1% |