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 | $54,796 | $113,935-51.9% | $94,224-41.8% | $125,391-56.3% |
| Participation rate | 58.3% | 82.9%-24.6pp | 78.8%-20.4pp | 83.2%-24.9pp |
| Annual return | -2.76% | 5.29%-8.0pp | 10.68%-13.4pp | 282.22%-285.0pp |
| Employer contribution / active EE | $1,939 | $4,727-59.0% | $3,587-45.9% | $4,866-60.1% |
| Participant deferral / active EE | $6,641 | $5,179+28.2% | $4,320+53.7% | $5,352+24.1% |
| Admin fee / account holder | $2,088 | $8,391-75.1% | $6,269-66.7% | $9,540-78.1% |