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 | $80,870 | $95,971-15.7% | $74,550+8.5% | $135,375-40.3% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -7.60% | 56.96%-64.6pp | 32.53%-40.1pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,294 | $2,716-15.5% | $1,961+17.0% | $4,779-52.0% |
| Participant deferral / active EE | $6,328 | $3,843+64.6% | $3,108+103.6% | $5,609+12.8% |
| Admin fee / account holder | $984 | $6,522-84.9% | $5,060-80.6% | $10,827-90.9% |