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 | $80,146 | $167,484-52.1% | $151,611-47.1% | $134,475-40.4% |
| Participation rate | 69.2% | 88.4%-19.2pp | 87.5%-18.3pp | 81.2%-12.0pp |
| Annual return | -19.32% | 7.80%-27.1pp | 3.33%-22.6pp | 417.96%-437.3pp |
| Employer contribution / active EE | $3,063 | $6,829-55.2% | $6,166-50.3% | $4,740-35.4% |
| Participant deferral / active EE | $5,020 | $8,986-44.1% | $8,363-40.0% | $6,400-21.6% |
| Admin fee / account holder | $12,810 | $13,783-7.1% | $11,616+10.3% | $11,426+12.1% |