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 | $97,521 | $152,509-36.1% | $117,472-17.0% | $134,475-27.5% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -15.35% | 52.99%-68.3pp | 29.74%-45.1pp | 417.96%-433.3pp |
| Employer contribution / active EE | $302 | $5,571-94.6% | $4,176-92.8% | $4,740-93.6% |
| Participant deferral / active EE | $7,313 | $4,818+51.8% | $4,070+79.7% | $6,400+14.3% |
| Admin fee / account holder | $2,855 | $7,004-59.2% | $5,645-49.4% | $11,426-75.0% |