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 | $38,489 | $57,354-32.9% | $83,848-54.1% | $64,186-40.0% |
| Participation rate | 39.6% | 68.6%-29.0pp | 76.1%-36.5pp | 69.6%-29.9pp |
| Annual return | -7.10% | 11.38%-18.5pp | 850.88%-858.0pp | 7.63%-14.7pp |
| Employer contribution / active EE | $864 | $2,545-66.1% | $3,631-76.2% | $2,381-63.7% |
| Participant deferral / active EE | $2,428 | $2,993-18.9% | $4,082-40.5% | $3,470-30.0% |
| Admin fee / account holder | $1,000 | $4,046-75.3% | $5,478-81.7% | $4,888-79.5% |