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 | $45,858 | $57,354-20.0% | $83,848-45.3% | $64,186-28.6% |
| Participation rate | 67.7% | 68.6%-0.9pp | 76.1%-8.4pp | 69.6%-1.8pp |
| Annual return | -4.23% | 11.38%-15.6pp | 850.88%-855.1pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,898 | $2,545-25.4% | $3,631-47.7% | $2,381-20.3% |
| Participant deferral / active EE | $3,878 | $2,993+29.6% | $4,082-5.0% | $3,470+11.8% |
| Admin fee / account holder | $487 | $4,046-88.0% | $5,478-91.1% | $4,888-90.0% |