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 | $75,472 | $57,354+31.6% | $83,848-10.0% | $64,186+17.6% |
| Participation rate | 43.3% | 68.6%-25.3pp | 76.1%-32.8pp | 69.6%-26.2pp |
| Annual return | -8.02% | 11.38%-19.4pp | 850.88%-858.9pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,107 | $2,545-56.5% | $3,631-69.5% | $2,381-53.5% |
| Participant deferral / active EE | $1,859 | $2,993-37.9% | $4,082-54.4% | $3,470-46.4% |
| Admin fee / account holder | $3,527 | $4,046-12.8% | $5,478-35.6% | $4,888-27.8% |