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 | $48,701 | $49,177-1.0% | $79,464-38.7% | $64,186-24.1% |
| Participation rate | 57.7% | 65.0%-7.3pp | 73.3%-15.7pp | 69.6%-11.9pp |
| Annual return | -6.89% | -1.16%-5.7pp | 718.14%-725.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,448 | $2,076-30.3% | $2,800-48.3% | $2,381-39.2% |
| Participant deferral / active EE | $2,518 | $2,821-10.7% | $3,704-32.0% | $3,470-27.4% |
| Admin fee / account holder | $651 | $3,839-83.1% | $5,113-87.3% | $4,888-86.7% |