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 | $22,971 | $152,509-84.9% | $117,472-80.4% | $134,475-82.9% |
| Participation rate | 38.9% | 77.1%-38.2pp | 70.6%-31.7pp | 81.2%-42.3pp |
| Annual return | -15.56% | 52.99%-68.6pp | 29.74%-45.3pp | 417.96%-433.5pp |
| Employer contribution / active EE | $1,263 | $5,571-77.3% | $4,176-69.8% | $4,740-73.4% |
| Participant deferral / active EE | $3,156 | $4,818-34.5% | $4,070-22.5% | $6,400-50.7% |
| Admin fee / account holder | $778 | $7,004-88.9% | $5,645-86.2% | $11,426-93.2% |