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 | $60,184 | $91,911-34.5% | $68,793-12.5% | $135,375-55.5% |
| Participation rate | 46.2% | 76.7%-30.6pp | 72.2%-26.1pp | 82.6%-36.5pp |
| Annual return | -8.01% | -8.22%+0.2pp | -4.63%-3.4pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,028 | $3,924-73.8% | $2,625-60.9% | $4,779-78.5% |
| Participant deferral / active EE | $3,484 | $4,315-19.3% | $3,311+5.2% | $5,609-37.9% |
| Admin fee / account holder | $7,591 | $9,240-17.9% | $5,131+48.0% | $10,827-29.9% |