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 | $77,500 | $95,862-19.2% | $79,550-2.6% | $134,475-42.4% |
| Participation rate | 58.3% | 75.0%-16.7pp | 69.5%-11.2pp | 81.2%-22.9pp |
| Annual return | -19.31% | -2.69%-16.6pp | 0.16%-19.5pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,236 | $3,128-60.5% | $2,413-48.8% | $4,740-73.9% |
| Participant deferral / active EE | $3,400 | $4,693-27.6% | $3,985-14.7% | $6,400-46.9% |
| Admin fee / account holder | $540 | $9,126-94.1% | $6,832-92.1% | $11,426-95.3% |