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 | $41,235 | $91,538-55.0% | $129,995-68.3% | $75,163-45.1% |
| Participation rate | 61.5% | 71.4%-9.9pp | 78.5%-16.9pp | 67.2%-5.7pp |
| Annual return | 19.97% | -631.11%+651.1pp | -137.18%+157.1pp | 160.62%-140.6pp |
| Employer contribution / active EE | $995 | $2,845-65.0% | $4,320-77.0% | $2,670-62.7% |
| Participant deferral / active EE | $2,807 | $4,341-35.3% | $5,820-51.8% | $4,125-31.9% |
| Admin fee / account holder | $7,237 | $6,790+6.6% | $10,614-31.8% | $5,651+28.1% |