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 | $73,470 | $105,860-30.6% | $90,749-19.0% | $134,475-45.4% |
| Participation rate | 55.0% | 78.2%-23.2pp | 75.7%-20.7pp | 81.2%-26.2pp |
| Annual return | -13.90% | -11.01%-2.9pp | -12.16%-1.7pp | 417.96%-431.9pp |
| Employer contribution / active EE | $1,176 | $3,462-66.0% | $2,921-59.7% | $4,740-75.2% |
| Participant deferral / active EE | $2,137 | $5,216-59.0% | $4,564-53.2% | $6,400-66.6% |
| Admin fee / account holder | $5,120 | $13,938-63.3% | $8,445-39.4% | $11,426-55.2% |