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 | $24,888 | $129,942-80.8% | $104,294-76.1% | $134,475-81.5% |
| Participation rate | 53.8% | 79.5%-25.7pp | 73.3%-19.4pp | 81.2%-27.4pp |
| Annual return | -20.10% | 42.03%-62.1pp | 24.61%-44.7pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,427 | $4,184-65.9% | $3,372-57.7% | $4,740-69.9% |
| Participant deferral / active EE | $2,165 | $5,588-61.3% | $4,625-53.2% | $6,400-66.2% |
| Admin fee / account holder | $1,548 | $9,323-83.4% | $7,339-78.9% | $11,426-86.4% |