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 | $29,323 | $84,402-65.3% | $61,373-52.2% | $134,475-78.2% |
| Participation rate | 52.2% | 62.2%-10.0pp | 52.6%-0.4pp | 81.2%-29.0pp |
| Annual return | -21.20% | 584.55%-605.7pp | 338.61%-359.8pp | 417.96%-439.2pp |
| Employer contribution / active EE | $920 | $1,544-40.4% | $1,159-20.6% | $4,740-80.6% |
| Participant deferral / active EE | $3,667 | $2,819+30.1% | $2,125+72.5% | $6,400-42.7% |
| Admin fee / account holder | $489 | $2,585-81.1% | $2,130-77.0% | $11,426-95.7% |