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 | $45,858 | $167,484-72.6% | $151,611-69.8% | $134,475-65.9% |
| Participation rate | 68.2% | 88.4%-20.2pp | 87.5%-19.3pp | 81.2%-13.0pp |
| Annual return | -19.67% | 7.80%-27.5pp | 3.33%-23.0pp | 417.96%-437.6pp |
| Employer contribution / active EE | $2,141 | $6,829-68.7% | $6,166-65.3% | $4,740-54.8% |
| Participant deferral / active EE | $5,280 | $8,986-41.2% | $8,363-36.9% | $6,400-17.5% |
| Admin fee / account holder | $878 | $13,783-93.6% | $11,616-92.4% | $11,426-92.3% |