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 | $77,499 | $95,971-19.2% | $74,550+4.0% | $135,375-42.8% |
| Participation rate | 65.0% | 75.7%-10.7pp | 69.1%-4.1pp | 82.6%-17.6pp |
| Annual return | -3.82% | 56.96%-60.8pp | 32.53%-36.4pp | 519.73%-523.6pp |
| Employer contribution / active EE | $1,497 | $2,716-44.9% | $1,961-23.7% | $4,779-68.7% |
| Participant deferral / active EE | $3,203 | $3,843-16.7% | $3,108+3.1% | $5,609-42.9% |
| Admin fee / account holder | $4,622 | $6,522-29.1% | $5,060-8.6% | $10,827-57.3% |