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 | $11,207 | $152,509-92.7% | $117,472-90.5% | $134,475-91.7% |
| Participation rate | 31.3% | 77.1%-45.8pp | 70.6%-39.3pp | 81.2%-50.0pp |
| Annual return | -9.09% | 52.99%-62.1pp | 29.74%-38.8pp | 417.96%-427.1pp |
| Employer contribution / active EE | $761 | $5,571-86.3% | $4,176-81.8% | $4,740-84.0% |
| Participant deferral / active EE | $2,502 | $4,818-48.1% | $4,070-38.5% | $6,400-60.9% |
| Admin fee / account holder | $7,517 | $7,004+7.3% | $5,645+33.2% | $11,426-34.2% |