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 | $76,601 | $92,222-16.9% | $76,768-0.2% | $135,375-43.4% |
| Participation rate | 37.5% | 79.8%-42.3pp | 77.0%-39.5pp | 82.6%-45.1pp |
| Annual return | -7.14% | 5.46%-12.6pp | 2.43%-9.6pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,494 | $3,216-53.5% | $2,485-39.9% | $4,779-68.7% |
| Participant deferral / active EE | $3,705 | $4,509-17.8% | $3,852-3.8% | $5,609-33.9% |
| Admin fee / account holder | $7,058 | $10,748-34.3% | $6,675+5.7% | $10,827-34.8% |