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 | $43,414 | $167,484-74.1% | $151,611-71.4% | $134,475-67.7% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.5%-27.5pp | 81.2%-21.2pp |
| Annual return | -13.91% | 7.80%-21.7pp | 3.33%-17.2pp | 417.96%-431.9pp |
| Employer contribution / active EE | $3,064 | $6,829-55.1% | $6,166-50.3% | $4,740-35.4% |
| Participant deferral / active EE | $3,619 | $8,986-59.7% | $8,363-56.7% | $6,400-43.5% |
| Admin fee / account holder | $20,479 | $13,783+48.6% | $11,616+76.3% | $11,426+79.2% |