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 | $60,706 | $69,518-12.7% | $59,878+1.4% | $135,375-55.2% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.7%-24.7pp | 82.6%-32.6pp |
| Annual return | -7.14% | 7.94%-15.1pp | 3.46%-10.6pp | 519.73%-526.9pp |
| Employer contribution / active EE | $484 | $3,235-85.0% | $2,722-82.2% | $4,779-89.9% |
| Participant deferral / active EE | $2,220 | $4,206-47.2% | $3,402-34.8% | $5,609-60.4% |
| Admin fee / account holder | $679 | $5,734-88.2% | $3,590-81.1% | $10,827-93.7% |