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 | $71,202 | $57,354+24.1% | $83,848-15.1% | $64,186+10.9% |
| Participation rate | 57.1% | 68.6%-11.5pp | 76.1%-19.0pp | 69.6%-12.4pp |
| Annual return | -3.73% | 11.38%-15.1pp | 850.88%-854.6pp | 7.63%-11.4pp |
| Employer contribution / active EE | $672 | $2,545-73.6% | $3,631-81.5% | $2,381-71.8% |
| Participant deferral / active EE | $2,709 | $2,993-9.5% | $4,082-33.6% | $3,470-21.9% |
| Admin fee / account holder | $2,371 | $4,046-41.4% | $5,478-56.7% | $4,888-51.5% |