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 | $27,452 | $152,509-82.0% | $117,472-76.6% | $134,475-79.6% |
| Participation rate | 55.6% | 77.1%-21.5pp | 70.6%-15.0pp | 81.2%-25.7pp |
| Annual return | -16.00% | 52.99%-69.0pp | 29.74%-45.7pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,810 | $5,571-67.5% | $4,176-56.7% | $4,740-61.8% |
| Participant deferral / active EE | $3,123 | $4,818-35.2% | $4,070-23.3% | $6,400-51.2% |
| Admin fee / account holder | $789 | $7,004-88.7% | $5,645-86.0% | $11,426-93.1% |