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 | $26,887 | $76,000-64.6% | $154,107-82.6% | $64,186-58.1% |
| Participation rate | 62.5% | 70.4%-7.9pp | 83.0%-20.5pp | 69.6%-7.1pp |
| Annual return | -5.02% | 30.32%-35.3pp | 735.12%-740.1pp | 7.63%-12.7pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,591 | $3,175-18.4% | $5,081-49.0% | $3,470-25.3% |
| Admin fee / account holder | $391 | $5,596-93.0% | $13,411-97.1% | $4,888-92.0% |