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 | $102,882 | $87,540+17.5% | $75,781+35.8% | $125,391-18.0% |
| Participation rate | 38.5% | 80.2%-41.7pp | 75.8%-37.4pp | 83.2%-44.7pp |
| Annual return | -2.78% | 13.48%-16.3pp | 9.68%-12.5pp | 282.22%-285.0pp |
| Employer contribution / active EE | $1,037 | $3,930-73.6% | $3,323-68.8% | $4,866-78.7% |
| Participant deferral / active EE | $3,626 | $4,229-14.3% | $3,651-0.7% | $5,352-32.2% |
| Admin fee / account holder | $1,411 | $6,502-78.3% | $5,299-73.4% | $9,540-85.2% |