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 | $75,589 | $158,817-52.4% | $121,196-37.6% | $135,375-44.2% |
| Participation rate | 22.2% | 79.3%-57.1pp | 71.7%-49.5pp | 82.6%-60.4pp |
| Annual return | -5.20% | -0.64%-4.6pp | 16.93%-22.1pp | 519.73%-524.9pp |
| Employer contribution / active EE | $1,028 | $5,665-81.9% | $4,022-74.4% | $4,779-78.5% |
| Participant deferral / active EE | $1,689 | $4,005-57.8% | $3,344-49.5% | $5,609-69.9% |
| Admin fee / account holder | $1,254 | $6,512-80.7% | $5,019-75.0% | $10,827-88.4% |