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 | $72,641 | $127,386-43.0% | $115,037-36.9% | $125,391-42.1% |
| Participation rate | 33.3% | 84.2%-50.8pp | 81.4%-48.0pp | 83.2%-49.9pp |
| Annual return | -3.12% | 31.28%-34.4pp | 26.14%-29.3pp | 282.22%-285.3pp |
| Employer contribution / active EE | $1,534 | $5,166-70.3% | $4,608-66.7% | $4,866-68.5% |
| Participant deferral / active EE | $5,300 | $6,423-17.5% | $6,026-12.0% | $5,352-1.0% |
| Admin fee / account holder | $1,481 | $9,516-84.4% | $8,175-81.9% | $9,540-84.5% |