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 | $33,292 | $197,825-83.2% | $155,790-78.6% | $125,391-73.4% |
| Participation rate | 63.6% | 82.1%-18.5pp | 76.1%-12.5pp | 83.2%-19.6pp |
| Annual return | -2.44% | 86.74%-89.2pp | 71.54%-74.0pp | 282.22%-284.7pp |
| Employer contribution / active EE | $2,155 | $4,847-55.5% | $3,836-43.8% | $4,866-55.7% |
| Participant deferral / active EE | $2,917 | $5,630-48.2% | $4,797-39.2% | $5,352-45.5% |
| Admin fee / account holder | $1,947 | $9,545-79.6% | $7,478-74.0% | $9,540-79.6% |