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 | $57,189 | $127,386-55.1% | $115,037-50.3% | $125,391-54.4% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | -1.54% | 31.28%-32.8pp | 26.14%-27.7pp | 282.22%-283.8pp |
| Employer contribution / active EE | $3,010 | $5,166-41.7% | $4,608-34.7% | $4,866-38.1% |
| Participant deferral / active EE | $10,278 | $6,423+60.0% | $6,026+70.5% | $5,352+92.1% |
| Admin fee / account holder | $4,461 | $9,516-53.1% | $8,175-45.4% | $9,540-53.2% |