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 | $35,787 | $95,971-62.7% | $74,550-52.0% | $135,375-73.6% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -4.50% | 56.96%-61.5pp | 32.53%-37.0pp | 519.73%-524.2pp |
| Employer contribution / active EE | $1,165 | $2,716-57.1% | $1,961-40.6% | $4,779-75.6% |
| Participant deferral / active EE | $1,943 | $3,843-49.4% | $3,108-37.5% | $5,609-65.4% |
| Admin fee / account holder | $4,578 | $6,522-29.8% | $5,060-9.5% | $10,827-57.7% |