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 | $46,560 | $95,971-51.5% | $74,550-37.5% | $135,375-65.6% |
| Participation rate | 46.2% | 75.7%-29.5pp | 69.1%-23.0pp | 82.6%-36.5pp |
| Annual return | -7.79% | 56.96%-64.7pp | 32.53%-40.3pp | 519.73%-527.5pp |
| Employer contribution / active EE | $690 | $2,716-74.6% | $1,961-64.8% | $4,779-85.6% |
| Participant deferral / active EE | $1,445 | $3,843-62.4% | $3,108-53.5% | $5,609-74.2% |
| Admin fee / account holder | $2,438 | $6,522-62.6% | $5,060-51.8% | $10,827-77.5% |