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 | $81,386 | $168,632-51.7% | $147,614-44.9% | $125,391-35.1% |
| Participation rate | 58.3% | 88.8%-30.4pp | 84.6%-26.3pp | 83.2%-24.9pp |
| Annual return | -2.49% | 77.65%-80.1pp | 61.98%-64.5pp | 282.22%-284.7pp |
| Employer contribution / active EE | $1,593 | $6,252-74.5% | $5,564-71.4% | $4,866-67.3% |
| Participant deferral / active EE | $2,339 | $5,507-57.5% | $4,895-52.2% | $5,352-56.3% |
| Admin fee / account holder | $1,783 | $13,580-86.9% | $11,611-84.6% | $9,540-81.3% |