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 | $70,996 | $197,825-64.1% | $155,790-54.4% | $125,391-43.4% |
| Participation rate | 30.0% | 82.1%-52.1pp | 76.1%-46.1pp | 83.2%-53.2pp |
| Annual return | -1.86% | 86.74%-88.6pp | 71.54%-73.4pp | 282.22%-284.1pp |
| Employer contribution / active EE | $372 | $4,847-92.3% | $3,836-90.3% | $4,866-92.4% |
| Participant deferral / active EE | $1,521 | $5,630-73.0% | $4,797-68.3% | $5,352-71.6% |
| Admin fee / account holder | $667 | $9,545-93.0% | $7,478-91.1% | $9,540-93.0% |