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 | $54,203 | $100,754-46.2% | $86,677-37.5% | $134,475-59.7% |
| Participation rate | 50.0% | 78.9%-28.9pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -18.74% | 29.04%-47.8pp | 35.91%-54.6pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,627 | $3,489-53.4% | $2,836-42.7% | $4,740-65.7% |
| Participant deferral / active EE | $2,842 | $5,338-46.8% | $4,656-38.9% | $6,400-55.6% |
| Admin fee / account holder | $1,597 | $10,926-85.4% | $7,493-78.7% | $11,426-86.0% |