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 | $35,642 | $95,971-62.9% | $74,550-52.2% | $135,375-73.7% |
| Participation rate | 68.4% | 75.7%-7.2pp | 69.1%-0.7pp | 82.6%-14.2pp |
| Annual return | -8.60% | 56.96%-65.6pp | 32.53%-41.1pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,006 | $2,716-63.0% | $1,961-48.7% | $4,779-79.0% |
| Participant deferral / active EE | $3,203 | $3,843-16.7% | $3,108+3.0% | $5,609-42.9% |
| Admin fee / account holder | $353 | $6,522-94.6% | $5,060-93.0% | $10,827-96.7% |