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 | $41,019 | $129,942-68.4% | $104,294-60.7% | $134,475-69.5% |
| Participation rate | 61.9% | 79.5%-17.6pp | 73.3%-11.4pp | 81.2%-19.3pp |
| Annual return | -18.64% | 42.03%-60.7pp | 24.61%-43.2pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,303 | $4,184-68.9% | $3,372-61.3% | $4,740-72.5% |
| Participant deferral / active EE | $1,878 | $5,588-66.4% | $4,625-59.4% | $6,400-70.7% |
| Admin fee / account holder | $3,797 | $9,323-59.3% | $7,339-48.3% | $11,426-66.8% |