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 | $59,747 | $117,690-49.2% | $71,735-16.7% | $134,475-55.6% |
| Participation rate | 52.4% | 68.8%-16.4pp | 62.3%-9.9pp | 81.2%-28.8pp |
| Annual return | -15.29% | 25.44%-40.7pp | 9.14%-24.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,641 | $2,525-35.0% | $1,704-3.7% | $4,740-65.4% |
| Participant deferral / active EE | $5,791 | $3,759+54.1% | $2,658+117.9% | $6,400-9.5% |
| Admin fee / account holder | $6,037 | $6,379-5.4% | $3,974+51.9% | $11,426-47.2% |