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 | $39,551 | $91,538-56.8% | $129,995-69.6% | $75,163-47.4% |
| Participation rate | 61.5% | 71.4%-9.9pp | 78.5%-16.9pp | 67.2%-5.7pp |
| Annual return | 13.30% | -631.11%+644.4pp | -137.18%+150.5pp | 160.62%-147.3pp |
| Employer contribution / active EE | $1,679 | $2,845-41.0% | $4,320-61.1% | $2,670-37.1% |
| Participant deferral / active EE | $2,709 | $4,341-37.6% | $5,820-53.5% | $4,125-34.3% |
| Admin fee / account holder | $1,552 | $6,790-77.1% | $10,614-85.4% | $5,651-72.5% |