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 | $71,733 | $88,594-19.0% | $70,092+2.3% | $134,475-46.7% |
| Participation rate | 68.8% | 74.9%-6.2pp | 70.5%-1.7pp | 81.2%-12.5pp |
| Annual return | -14.36% | 442.67%-457.0pp | 190.73%-205.1pp | 417.96%-432.3pp |
| Employer contribution / active EE | $674 | $3,233-79.2% | $2,559-73.7% | $4,740-85.8% |
| Participant deferral / active EE | $2,628 | $4,772-44.9% | $3,849-31.7% | $6,400-58.9% |
| Admin fee / account holder | $1,994 | $10,441-80.9% | $6,267-68.2% | $11,426-82.5% |