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 | $55,790 | $91,538-39.1% | $129,995-57.1% | $75,163-25.8% |
| Participation rate | 66.7% | 71.4%-4.8pp | 78.5%-11.8pp | 67.2%-0.5pp |
| Annual return | 21.48% | -631.11%+652.6pp | -137.18%+158.7pp | 160.62%-139.1pp |
| Employer contribution / active EE | $801 | $2,845-71.9% | $4,320-81.5% | $2,670-70.0% |
| Participant deferral / active EE | $3,044 | $4,341-29.9% | $5,820-47.7% | $4,125-26.2% |
| Admin fee / account holder | $480 | $6,790-92.9% | $10,614-95.5% | $5,651-91.5% |