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 | $126,624 | $87,540+44.6% | $75,781+67.1% | $125,391+1.0% |
| Participation rate | 46.7% | 80.2%-33.5pp | 75.8%-29.2pp | 83.2%-36.5pp |
| Annual return | -1.55% | 13.48%-15.0pp | 9.68%-11.2pp | 282.22%-283.8pp |
| Employer contribution / active EE | $535 | $3,930-86.4% | $3,323-83.9% | $4,866-89.0% |
| Participant deferral / active EE | $3,695 | $4,229-12.6% | $3,651+1.2% | $5,352-30.9% |
| Admin fee / account holder | $1,740 | $6,502-73.2% | $5,299-67.2% | $9,540-81.8% |