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 | $17,378 | $67,331-74.2% | $60,874-71.5% | $134,475-87.1% |
| Participation rate | 46.7% | 76.2%-29.5pp | 73.1%-26.4pp | 81.2%-34.6pp |
| Annual return | -18.04% | 49.93%-68.0pp | 16.90%-34.9pp | 417.96%-436.0pp |
| Employer contribution / active EE | $859 | $3,096-72.3% | $2,701-68.2% | $4,740-81.9% |
| Participant deferral / active EE | $1,907 | $4,538-58.0% | $3,817-50.0% | $6,400-70.2% |
| Admin fee / account holder | $5,570 | $4,582+21.6% | $3,224+72.8% | $11,426-51.2% |