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 | $33,930 | $83,908-59.6% | $68,509-50.5% | $125,391-72.9% |
| Participation rate | 63.6% | 78.2%-14.5pp | 74.7%-11.1pp | 83.2%-19.6pp |
| Annual return | -2.13% | 14.48%-16.6pp | 8.27%-10.4pp | 282.22%-284.4pp |
| Employer contribution / active EE | $1,291 | $3,031-57.4% | $2,278-43.3% | $4,866-73.5% |
| Participant deferral / active EE | $2,777 | $4,125-32.7% | $3,382-17.9% | $5,352-48.1% |
| Admin fee / account holder | $1,000 | $8,982-88.9% | $5,275-81.0% | $9,540-89.5% |