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 | $56,585 | $95,971-41.0% | $74,550-24.1% | $135,375-58.2% |
| Participation rate | 58.3% | 75.7%-17.3pp | 69.1%-10.8pp | 82.6%-24.3pp |
| Annual return | -5.86% | 56.96%-62.8pp | 32.53%-38.4pp | 519.73%-525.6pp |
| Employer contribution / active EE | $387 | $2,716-85.7% | $1,961-80.3% | $4,779-91.9% |
| Participant deferral / active EE | $2,027 | $3,843-47.3% | $3,108-34.8% | $5,609-63.9% |
| Admin fee / account holder | $52,133 | $6,522+699.4% | $5,060+930.4% | $10,827+381.5% |