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 | $69,009 | $87,540-21.2% | $75,781-8.9% | $125,391-45.0% |
| Participation rate | 54.2% | 80.2%-26.0pp | 75.8%-21.7pp | 83.2%-29.0pp |
| Annual return | -3.57% | 13.48%-17.1pp | 9.68%-13.3pp | 282.22%-285.8pp |
| Employer contribution / active EE | $1,484 | $3,930-62.2% | $3,323-55.4% | $4,866-69.5% |
| Participant deferral / active EE | $3,425 | $4,229-19.0% | $3,651-6.2% | $5,352-36.0% |
| Admin fee / account holder | $566 | $6,502-91.3% | $5,299-89.3% | $9,540-94.1% |