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 | $40,534 | $168,632-76.0% | $147,614-72.5% | $125,391-67.7% |
| Participation rate | 63.6% | 88.8%-25.1pp | 84.6%-21.0pp | 83.2%-19.6pp |
| Annual return | -1.41% | 77.65%-79.1pp | 61.98%-63.4pp | 282.22%-283.6pp |
| Employer contribution / active EE | $1,591 | $6,252-74.5% | $5,564-71.4% | $4,866-67.3% |
| Participant deferral / active EE | $1,926 | $5,507-65.0% | $4,895-60.7% | $5,352-64.0% |
| Admin fee / account holder | $4,980 | $13,580-63.3% | $11,611-57.1% | $9,540-47.8% |