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 | $55,389 | $77,813-28.8% | $123,544-55.2% | $64,186-13.7% |
| Participation rate | 41.2% | 74.7%-33.5pp | 82.3%-41.1pp | 69.6%-28.4pp |
| Annual return | -5.12% | 12.48%-17.6pp | 119.20%-124.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,516 | $3,014-49.7% | $4,628-67.2% | $2,381-36.3% |
| Participant deferral / active EE | $3,098 | $5,240-40.9% | $6,426-51.8% | $3,470-10.7% |
| Admin fee / account holder | $596 | $5,519-89.2% | $9,284-93.6% | $4,888-87.8% |