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 | $43,656 | $147,727-70.4% | $115,756-62.3% | $134,475-67.5% |
| Participation rate | 50.0% | 80.4%-30.4pp | 77.1%-27.1pp | 81.2%-31.2pp |
| Annual return | -19.66% | 73.96%-93.6pp | 143.14%-162.8pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,360 | $4,713-71.1% | $3,793-64.1% | $4,740-71.3% |
| Participant deferral / active EE | $2,747 | $7,563-63.7% | $6,254-56.1% | $6,400-57.1% |
| Admin fee / account holder | $4,267 | $14,571-70.7% | $8,124-47.5% | $11,426-62.7% |