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 | $32,183 | $133,958-76.0% | $112,228-71.3% | $134,475-76.1% |
| Participation rate | 47.1% | 78.6%-31.5pp | 75.1%-28.0pp | 81.2%-34.2pp |
| Annual return | -17.08% | 47.11%-64.2pp | 27.45%-44.5pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,655 | $4,038-59.0% | $3,635-54.5% | $4,740-65.1% |
| Participant deferral / active EE | $3,350 | $5,291-36.7% | $4,728-29.1% | $6,400-47.7% |
| Admin fee / account holder | $9,200 | $7,489+22.9% | $6,410+43.5% | $11,426-19.5% |