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 | $73,423 | $95,193-22.9% | $76,523-4.1% | $135,375-45.8% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.0%-1.3pp | 82.6%-16.0pp |
| Annual return | -8.22% | 4.85%-13.1pp | -0.27%-8.0pp | 519.73%-528.0pp |
| Employer contribution / active EE | $1,816 | $3,302-45.0% | $2,647-31.4% | $4,779-62.0% |
| Participant deferral / active EE | $2,270 | $4,639-51.1% | $3,835-40.8% | $5,609-59.5% |
| Admin fee / account holder | $831 | $6,249-86.7% | $4,848-82.9% | $10,827-92.3% |