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 | $22,702 | $76,000-70.1% | $154,107-85.3% | $64,186-64.6% |
| Participation rate | 59.6% | 70.4%-10.8pp | 83.0%-23.4pp | 69.6%-10.0pp |
| Annual return | -2.81% | 30.32%-33.1pp | 735.12%-737.9pp | 7.63%-10.4pp |
| Employer contribution / active EE | $1,509 | $3,351-55.0% | $5,298-71.5% | $2,381-36.6% |
| Participant deferral / active EE | $1,898 | $3,175-40.2% | $5,081-62.6% | $3,470-45.3% |
| Admin fee / account holder | $3,729 | $5,596-33.4% | $13,411-72.2% | $4,888-23.7% |