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 | $52,969 | $95,971-44.8% | $74,550-28.9% | $135,375-60.9% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -7.21% | 56.96%-64.2pp | 32.53%-39.7pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,139 | $2,716-58.1% | $1,961-41.9% | $4,779-76.2% |
| Participant deferral / active EE | $1,265 | $3,843-67.1% | $3,108-59.3% | $5,609-77.5% |
| Admin fee / account holder | $488 | $6,522-92.5% | $5,060-90.4% | $10,827-95.5% |