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 | $90,253 | $107,791-16.3% | $90,645-0.4% | $135,375-33.3% |
| Participation rate | 69.2% | 78.0%-8.8pp | 74.0%-4.8pp | 82.6%-13.4pp |
| Annual return | -3.78% | -0.90%-2.9pp | 1.88%-5.7pp | 519.73%-523.5pp |
| Employer contribution / active EE | $1,304 | $3,018-56.8% | $2,532-48.5% | $4,779-72.7% |
| Participant deferral / active EE | $1,659 | $3,872-57.2% | $3,425-51.6% | $5,609-70.4% |
| Admin fee / account holder | $726 | $5,930-87.7% | $4,994-85.5% | $10,827-93.3% |