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 | $43,995 | $76,000-42.1% | $154,107-71.5% | $64,186-31.5% |
| Participation rate | 68.1% | 70.4%-2.3pp | 83.0%-15.0pp | 69.6%-1.5pp |
| Annual return | -4.71% | 30.32%-35.0pp | 735.12%-739.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,075 | $3,351-67.9% | $5,298-79.7% | $2,381-54.8% |
| Participant deferral / active EE | $2,269 | $3,175-28.6% | $5,081-55.3% | $3,470-34.6% |
| Admin fee / account holder | $2,854 | $5,596-49.0% | $13,411-78.7% | $4,888-41.6% |