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 | $27,297 | $106,543-74.4% | $91,220-70.1% | $134,475-79.7% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.2%-13.2pp | 81.2%-21.2pp |
| Annual return | -14.85% | 160.60%-175.4pp | 114.01%-128.9pp | 417.96%-432.8pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,850-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,818 | $4,719-61.5% | $4,234-57.1% | $6,400-71.6% |
| Admin fee / account holder | $652 | $6,231-89.5% | $5,420-88.0% | $11,426-94.3% |