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 | $39,347 | $91,538-57.0% | $129,995-69.7% | $75,163-47.7% |
| Participation rate | 58.2% | 71.4%-13.2pp | 78.5%-20.3pp | 67.2%-9.0pp |
| Annual return | 21.11% | -631.11%+652.2pp | -137.18%+158.3pp | 160.62%-139.5pp |
| Employer contribution / active EE | $855 | $2,845-69.9% | $4,320-80.2% | $2,670-68.0% |
| Participant deferral / active EE | $2,168 | $4,341-50.1% | $5,820-62.7% | $4,125-47.4% |
| Admin fee / account holder | $5,772 | $6,790-15.0% | $10,614-45.6% | $5,651+2.2% |