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 | $51,908 | $91,538-43.3% | $129,995-60.1% | $75,163-30.9% |
| Participation rate | 54.0% | 71.4%-17.5pp | 78.5%-24.5pp | 67.2%-13.2pp |
| Annual return | 15.84% | -631.11%+647.0pp | -137.18%+153.0pp | 160.62%-144.8pp |
| Employer contribution / active EE | $856 | $2,845-69.9% | $4,320-80.2% | $2,670-67.9% |
| Participant deferral / active EE | $2,215 | $4,341-49.0% | $5,820-61.9% | $4,125-46.3% |
| Admin fee / account holder | $3,255 | $6,790-52.1% | $10,614-69.3% | $5,651-42.4% |