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 | $78,430 | $167,484-53.2% | $151,611-48.3% | $134,475-41.7% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.5%-27.5pp | 81.2%-21.2pp |
| Annual return | -15.30% | 7.80%-23.1pp | 3.33%-18.6pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,790 | $6,829-73.8% | $6,166-71.0% | $4,740-62.2% |
| Participant deferral / active EE | $3,908 | $8,986-56.5% | $8,363-53.3% | $6,400-38.9% |
| Admin fee / account holder | $2,334 | $13,783-83.1% | $11,616-79.9% | $11,426-79.6% |