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 | $25,791 | $197,825-87.0% | $155,790-83.4% | $125,391-79.4% |
| Participation rate | 47.8% | 82.1%-34.3pp | 76.1%-28.3pp | 83.2%-35.4pp |
| Annual return | -1.25% | 86.74%-88.0pp | 71.54%-72.8pp | 282.22%-283.5pp |
| Employer contribution / active EE | $647 | $4,847-86.6% | $3,836-83.1% | $4,866-86.7% |
| Participant deferral / active EE | $2,170 | $5,630-61.5% | $4,797-54.8% | $5,352-59.5% |
| Admin fee / account holder | $4,107 | $9,545-57.0% | $7,478-45.1% | $9,540-56.9% |