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 | $31,952 | $95,971-66.7% | $74,550-57.1% | $135,375-76.4% |
| Participation rate | 63.2% | 75.7%-12.5pp | 69.1%-6.0pp | 82.6%-19.5pp |
| Annual return | -8.07% | 56.96%-65.0pp | 32.53%-40.6pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,566 | $2,716-42.3% | $1,961-20.1% | $4,779-67.2% |
| Participant deferral / active EE | $2,548 | $3,843-33.7% | $3,108-18.0% | $5,609-54.6% |
| Admin fee / account holder | $4,724 | $6,522-27.6% | $5,060-6.6% | $10,827-56.4% |