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 | $31,374 | $133,958-76.6% | $112,228-72.0% | $134,475-76.7% |
| Participation rate | 44.4% | 78.6%-34.1pp | 75.1%-30.6pp | 81.2%-36.8pp |
| Annual return | -16.00% | 47.11%-63.1pp | 27.45%-43.5pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,465 | $4,038-63.7% | $3,635-59.7% | $4,740-69.1% |
| Participant deferral / active EE | $3,608 | $5,291-31.8% | $4,728-23.7% | $6,400-43.6% |
| Admin fee / account holder | $15,402 | $7,489+105.7% | $6,410+140.3% | $11,426+34.8% |