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 | $74,134 | $197,825-62.5% | $155,790-52.4% | $125,391-40.9% |
| Participation rate | 44.4% | 82.1%-37.6pp | 76.1%-31.7pp | 83.2%-38.7pp |
| Annual return | -1.81% | 86.74%-88.6pp | 71.54%-73.4pp | 282.22%-284.0pp |
| Employer contribution / active EE | $700 | $4,847-85.6% | $3,836-81.8% | $4,866-85.6% |
| Participant deferral / active EE | $1,240 | $5,630-78.0% | $4,797-74.1% | $5,352-76.8% |
| Admin fee / account holder | $2,456 | $9,545-74.3% | $7,478-67.2% | $9,540-74.3% |