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 | $71,503 | $97,044-26.3% | $83,333-14.2% | $135,375-47.2% |
| Participation rate | 44.4% | 80.4%-36.0pp | 77.8%-33.3pp | 82.6%-38.2pp |
| Annual return | -8.93% | 12.31%-21.2pp | 10.63%-19.6pp | 519.73%-528.7pp |
| Employer contribution / active EE | $6,111 | $4,143+47.5% | $3,379+80.9% | $4,779+27.9% |
| Participant deferral / active EE | $2,300 | $5,964-61.4% | $5,565-58.7% | $5,609-59.0% |
| Admin fee / account holder | $832 | $8,380-90.1% | $7,510-88.9% | $10,827-92.3% |