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 | $51,876 | $167,484-69.0% | $151,611-65.8% | $134,475-61.4% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -16.06% | 7.80%-23.9pp | 3.33%-19.4pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,570 | $6,829-77.0% | $6,166-74.5% | $4,740-66.9% |
| Participant deferral / active EE | $4,487 | $8,986-50.1% | $8,363-46.4% | $6,400-29.9% |
| Admin fee / account holder | $6,739 | $13,783-51.1% | $11,616-42.0% | $11,426-41.0% |