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 | $48,343 | $49,177-1.7% | $79,464-39.2% | $64,186-24.7% |
| Participation rate | 54.7% | 65.0%-10.3pp | 73.3%-18.7pp | 69.6%-14.9pp |
| Annual return | -7.77% | -1.16%-6.6pp | 718.14%-725.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,801 | $2,076-13.3% | $2,800-35.7% | $2,381-24.4% |
| Participant deferral / active EE | $2,076 | $2,821-26.4% | $3,704-44.0% | $3,470-40.2% |
| Admin fee / account holder | $354 | $3,839-90.8% | $5,113-93.1% | $4,888-92.7% |