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 | $52,906 | $95,193-44.4% | $76,523-30.9% | $135,375-60.9% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.0%-1.3pp | 82.6%-16.0pp |
| Annual return | -3.28% | 4.85%-8.1pp | -0.27%-3.0pp | 519.73%-523.0pp |
| Employer contribution / active EE | $2,129 | $3,302-35.5% | $2,647-19.6% | $4,779-55.5% |
| Participant deferral / active EE | $4,517 | $4,639-2.6% | $3,835+17.8% | $5,609-19.5% |
| Admin fee / account holder | $303 | $6,249-95.2% | $4,848-93.8% | $10,827-97.2% |