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 | $47,954 | $76,000-36.9% | $154,107-68.9% | $64,186-25.3% |
| Participation rate | 63.0% | 70.4%-7.5pp | 83.0%-20.1pp | 69.6%-6.6pp |
| Annual return | -3.12% | 30.32%-33.4pp | 735.12%-738.2pp | 7.63%-10.8pp |
| Employer contribution / active EE | $1,258 | $3,351-62.4% | $5,298-76.2% | $2,381-47.2% |
| Participant deferral / active EE | $956 | $3,175-69.9% | $5,081-81.2% | $3,470-72.4% |
| Admin fee / account holder | $1,718 | $5,596-69.3% | $13,411-87.2% | $4,888-64.9% |