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 | $38,013 | $113,935-66.6% | $94,224-59.7% | $125,391-69.7% |
| Participation rate | 61.9% | 82.9%-21.0pp | 78.8%-16.9pp | 83.2%-21.3pp |
| Annual return | -1.29% | 5.29%-6.6pp | 10.68%-12.0pp | 282.22%-283.5pp |
| Employer contribution / active EE | $1,863 | $4,727-60.6% | $3,587-48.1% | $4,866-61.7% |
| Participant deferral / active EE | $3,949 | $5,179-23.7% | $4,320-8.6% | $5,352-26.2% |
| Admin fee / account holder | $7,475 | $8,391-10.9% | $6,269+19.2% | $9,540-21.7% |