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 | $59,566 | $129,942-54.2% | $104,294-42.9% | $134,475-55.7% |
| Participation rate | 57.1% | 79.5%-22.4pp | 73.3%-16.1pp | 81.2%-24.1pp |
| Annual return | -16.33% | 42.03%-58.4pp | 24.61%-40.9pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,289 | $4,184-69.2% | $3,372-61.8% | $4,740-72.8% |
| Participant deferral / active EE | $1,595 | $5,588-71.5% | $4,625-65.5% | $6,400-75.1% |
| Admin fee / account holder | $3,319 | $9,323-64.4% | $7,339-54.8% | $11,426-70.9% |