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 | $72,434 | $127,386-43.1% | $115,037-37.0% | $125,391-42.2% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -2.84% | 31.28%-34.1pp | 26.14%-29.0pp | 282.22%-285.1pp |
| Employer contribution / active EE | $2,725 | $5,166-47.3% | $4,608-40.9% | $4,866-44.0% |
| Participant deferral / active EE | $5,590 | $6,423-13.0% | $6,026-7.2% | $5,352+4.5% |
| Admin fee / account holder | $659 | $9,516-93.1% | $8,175-91.9% | $9,540-93.1% |