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 | $32,458 | $127,386-74.5% | $115,037-71.8% | $125,391-74.1% |
| Participation rate | 57.9% | 84.2%-26.3pp | 81.4%-23.5pp | 83.2%-25.3pp |
| Annual return | -2.65% | 31.28%-33.9pp | 26.14%-28.8pp | 282.22%-284.9pp |
| Employer contribution / active EE | $2,150 | $5,166-58.4% | $4,608-53.3% | $4,866-55.8% |
| Participant deferral / active EE | $4,095 | $6,423-36.3% | $6,026-32.1% | $5,352-23.5% |
| Admin fee / account holder | $10,866 | $9,516+14.2% | $8,175+32.9% | $9,540+13.9% |