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 | $70,743 | $140,578-49.7% | $100,671-29.7% | $125,391-43.6% |
| Participation rate | 27.3% | 80.4%-53.1pp | 70.7%-43.4pp | 83.2%-55.9pp |
| Annual return | -1.53% | 24.67%-26.2pp | 20.43%-22.0pp | 282.22%-283.8pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,907 | $3,981-1.9% | $3,144+24.3% | $5,352-27.0% |
| Admin fee / account holder | $1,604 | $6,716-76.1% | $4,850-66.9% | $9,540-83.2% |