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 | $40,834 | $69,518-41.3% | $59,878-31.8% | $135,375-69.8% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.7%-34.7pp | 82.6%-42.6pp |
| Annual return | -7.68% | 7.94%-15.6pp | 3.46%-11.1pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,550 | $3,235-52.1% | $2,722-43.0% | $4,779-67.6% |
| Participant deferral / active EE | $2,713 | $4,206-35.5% | $3,402-20.3% | $5,609-51.6% |
| Admin fee / account holder | $876 | $5,734-84.7% | $3,590-75.6% | $10,827-91.9% |