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 | $33,995 | $100,754-66.3% | $86,677-60.8% | $134,475-74.7% |
| Participation rate | 62.5% | 78.9%-16.4pp | 76.6%-14.1pp | 81.2%-18.7pp |
| Annual return | -15.62% | 29.04%-44.7pp | 35.91%-51.5pp | 417.96%-433.6pp |
| Employer contribution / active EE | $781 | $3,489-77.6% | $2,836-72.5% | $4,740-83.5% |
| Participant deferral / active EE | $2,684 | $5,338-49.7% | $4,656-42.4% | $6,400-58.1% |
| Admin fee / account holder | $13,361 | $10,926+22.3% | $7,493+78.3% | $11,426+16.9% |