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 | $26,019 | $69,010-62.3% | $159,960-83.7% | $68,494-62.0% |
| Participation rate | 64.3% | 65.4%-1.1pp | 78.0%-13.7pp | 67.9%-3.6pp |
| Annual return | -15.55% | -9.65%-5.9pp | 408.60%-424.2pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,103 | $2,213-50.2% | $4,226-73.9% | $2,596-57.5% |
| Participant deferral / active EE | $2,383 | $4,212-43.4% | $6,182-61.5% | $4,027-40.8% |
| Admin fee / account holder | $1,349 | $4,798-71.9% | $8,698-84.5% | $5,403-75.0% |