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 | $32,883 | $152,509-78.4% | $117,472-72.0% | $134,475-75.5% |
| Participation rate | 57.9% | 77.1%-19.2pp | 70.6%-12.7pp | 81.2%-23.3pp |
| Annual return | -18.52% | 52.99%-71.5pp | 29.74%-48.3pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,629 | $5,571-70.8% | $4,176-61.0% | $4,740-65.6% |
| Participant deferral / active EE | $2,962 | $4,818-38.5% | $4,070-27.2% | $6,400-53.7% |
| Admin fee / account holder | $370 | $7,004-94.7% | $5,645-93.4% | $11,426-96.8% |