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 | $35,269 | $49,177-28.3% | $79,464-55.6% | $64,186-45.1% |
| Participation rate | 58.7% | 65.0%-6.3pp | 73.3%-14.7pp | 69.6%-10.9pp |
| Annual return | -5.99% | -1.16%-4.8pp | 718.14%-724.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $940 | $2,076-54.7% | $2,800-66.4% | $2,381-60.5% |
| Participant deferral / active EE | $4,298 | $2,821+52.3% | $3,704+16.0% | $3,470+23.9% |
| Admin fee / account holder | $1,432 | $3,839-62.7% | $5,113-72.0% | $4,888-70.7% |