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 | $52,252 | $87,540-40.3% | $75,781-31.0% | $125,391-58.3% |
| Participation rate | 58.3% | 80.2%-21.8pp | 75.8%-17.5pp | 83.2%-24.9pp |
| Annual return | -3.24% | 13.48%-16.7pp | 9.68%-12.9pp | 282.22%-285.5pp |
| Employer contribution / active EE | $836 | $3,930-78.7% | $3,323-74.8% | $4,866-82.8% |
| Participant deferral / active EE | $1,861 | $4,229-56.0% | $3,651-49.0% | $5,352-65.2% |
| Admin fee / account holder | $1,328 | $6,502-79.6% | $5,299-74.9% | $9,540-86.1% |