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 | $63,675 | $97,757-34.9% | $83,848-24.1% | $135,375-53.0% |
| Participation rate | 55.0% | 80.0%-25.0pp | 76.1%-21.1pp | 82.6%-27.6pp |
| Annual return | 0.10% | 1287.37%-1287.3pp | 850.88%-850.8pp | 519.73%-519.6pp |
| Employer contribution / active EE | $877 | $4,222-79.2% | $3,631-75.9% | $4,779-81.7% |
| Participant deferral / active EE | $3,011 | $4,682-35.7% | $4,082-26.2% | $5,609-46.3% |
| Admin fee / account holder | $4,990 | $6,674-25.2% | $5,478-8.9% | $10,827-53.9% |