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 | $66,238 | $91,538-27.6% | $129,995-49.0% | $75,163-11.9% |
| Participation rate | 52.0% | 71.4%-19.4pp | 78.5%-26.4pp | 67.2%-15.2pp |
| Annual return | 16.08% | -631.11%+647.2pp | -137.18%+153.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $884 | $2,845-68.9% | $4,320-79.5% | $2,670-66.9% |
| Participant deferral / active EE | $2,822 | $4,341-35.0% | $5,820-51.5% | $4,125-31.6% |
| Admin fee / account holder | $4,769 | $6,790-29.8% | $10,614-55.1% | $5,651-15.6% |