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 | $41,200 | $87,705-53.0% | $63,517-35.1% | $125,391-67.1% |
| Participation rate | 47.4% | 77.0%-29.7pp | 71.0%-23.7pp | 83.2%-35.8pp |
| Annual return | -2.05% | 21.70%-23.7pp | -70.30%+68.2pp | 282.22%-284.3pp |
| Employer contribution / active EE | $2,777 | $3,601-22.9% | $2,322+19.6% | $4,866-42.9% |
| Participant deferral / active EE | $2,930 | $3,939-25.6% | $2,953-0.8% | $5,352-45.3% |
| Admin fee / account holder | $368 | $11,948-96.9% | $5,892-93.8% | $9,540-96.1% |