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 | $44,389 | $85,790-48.3% | $67,313-34.1% | $135,375-67.2% |
| Participation rate | 33.3% | 76.5%-43.1pp | 69.1%-35.7pp | 82.6%-49.3pp |
| Annual return | 16.49% | -0.54%+17.0pp | -4.08%+20.6pp | 519.73%-503.2pp |
| Employer contribution / active EE | $624 | $3,487-82.1% | $2,566-75.7% | $4,779-86.9% |
| Participant deferral / active EE | $2,479 | $4,651-46.7% | $3,568-30.5% | $5,609-55.8% |
| Admin fee / account holder | $587 | $6,392-90.8% | $4,507-87.0% | $10,827-94.6% |