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 | $38,211 | $117,690-67.5% | $71,735-46.7% | $134,475-71.6% |
| Participation rate | 61.1% | 68.8%-7.7pp | 62.3%-1.2pp | 81.2%-20.1pp |
| Annual return | -18.01% | 25.44%-43.5pp | 9.14%-27.2pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,946 | $2,525-22.9% | $1,704+14.2% | $4,740-59.0% |
| Participant deferral / active EE | $3,442 | $3,759-8.4% | $2,658+29.5% | $6,400-46.2% |
| Admin fee / account holder | $6,452 | $6,379+1.1% | $3,974+62.4% | $11,426-43.5% |