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 | $94,354 | $133,958-29.6% | $112,228-15.9% | $134,475-29.8% |
| Participation rate | 55.6% | 78.6%-23.0pp | 75.1%-19.5pp | 81.2%-25.7pp |
| Annual return | -15.14% | 47.11%-62.2pp | 27.45%-42.6pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,711 | $4,038-57.6% | $3,635-52.9% | $4,740-63.9% |
| Participant deferral / active EE | $2,778 | $5,291-47.5% | $4,728-41.2% | $6,400-56.6% |
| Admin fee / account holder | $6,259 | $7,489-16.4% | $6,410-2.3% | $11,426-45.2% |