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 | $37,700 | $95,971-60.7% | $74,550-49.4% | $135,375-72.2% |
| Participation rate | 58.8% | 75.7%-16.8pp | 69.1%-10.3pp | 82.6%-23.8pp |
| Annual return | -3.96% | 56.96%-60.9pp | 32.53%-36.5pp | 519.73%-523.7pp |
| Employer contribution / active EE | $723 | $2,716-73.4% | $1,961-63.1% | $4,779-84.9% |
| Participant deferral / active EE | $4,208 | $3,843+9.5% | $3,108+35.4% | $5,609-25.0% |
| Admin fee / account holder | $3,132 | $6,522-52.0% | $5,060-38.1% | $10,827-71.1% |