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 | $51,535 | $95,971-46.3% | $74,550-30.9% | $135,375-61.9% |
| Participation rate | 61.5% | 75.7%-14.1pp | 69.1%-7.6pp | 82.6%-21.1pp |
| Annual return | -5.82% | 56.96%-62.8pp | 32.53%-38.4pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,779 | $2,716-34.5% | $1,961-9.3% | $4,779-62.8% |
| Participant deferral / active EE | $3,504 | $3,843-8.8% | $3,108+12.7% | $5,609-37.5% |
| Admin fee / account holder | $389 | $6,522-94.0% | $5,060-92.3% | $10,827-96.4% |