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 | $54,049 | $95,193-43.2% | $76,523-29.4% | $135,375-60.1% |
| Participation rate | 38.9% | 74.4%-35.5pp | 68.0%-29.1pp | 82.6%-43.8pp |
| Annual return | -3.10% | 4.85%-8.0pp | -0.27%-2.8pp | 519.73%-522.8pp |
| Employer contribution / active EE | $2,145 | $3,302-35.0% | $2,647-19.0% | $4,779-55.1% |
| Participant deferral / active EE | $4,154 | $4,639-10.5% | $3,835+8.3% | $5,609-25.9% |
| Admin fee / account holder | $6,599 | $6,249+5.6% | $4,848+36.1% | $10,827-39.0% |