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 | $47,281 | $197,825-76.1% | $155,790-69.7% | $125,391-62.3% |
| Participation rate | 64.3% | 82.1%-17.8pp | 76.1%-11.8pp | 83.2%-18.9pp |
| Annual return | -1.44% | 86.74%-88.2pp | 71.54%-73.0pp | 282.22%-283.7pp |
| Employer contribution / active EE | $1,017 | $4,847-79.0% | $3,836-73.5% | $4,866-79.1% |
| Participant deferral / active EE | $4,346 | $5,630-22.8% | $4,797-9.4% | $5,352-18.8% |
| Admin fee / account holder | $3,394 | $9,545-64.4% | $7,478-54.6% | $9,540-64.4% |