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 | $66,167 | $167,484-60.5% | $151,611-56.4% | $134,475-50.8% |
| Participation rate | 68.8% | 88.4%-19.6pp | 87.5%-18.7pp | 81.2%-12.5pp |
| Annual return | -19.07% | 7.80%-26.9pp | 3.33%-22.4pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,121 | $6,829-68.9% | $6,166-65.6% | $4,740-55.2% |
| Participant deferral / active EE | $3,925 | $8,986-56.3% | $8,363-53.1% | $6,400-38.7% |
| Admin fee / account holder | $11,441 | $13,783-17.0% | $11,616-1.5% | $11,426+0.1% |