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 | $96,229 | $197,825-51.4% | $155,790-38.2% | $125,391-23.3% |
| Participation rate | 27.3% | 82.1%-54.8pp | 76.1%-48.8pp | 83.2%-55.9pp |
| Annual return | -1.43% | 86.74%-88.2pp | 71.54%-73.0pp | 282.22%-283.7pp |
| Employer contribution / active EE | $505 | $4,847-89.6% | $3,836-86.8% | $4,866-89.6% |
| Participant deferral / active EE | $2,031 | $5,630-63.9% | $4,797-57.7% | $5,352-62.1% |
| Admin fee / account holder | $33,333 | $9,545+249.2% | $7,478+345.8% | $9,540+249.4% |