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 | $94,364 | $113,935-17.2% | $94,224+0.1% | $125,391-24.7% |
| Participation rate | 28.6% | 82.9%-54.3pp | 78.8%-50.2pp | 83.2%-54.6pp |
| Annual return | -2.06% | 5.29%-7.3pp | 10.68%-12.7pp | 282.22%-284.3pp |
| Employer contribution / active EE | $1,099 | $4,727-76.7% | $3,587-69.3% | $4,866-77.4% |
| Participant deferral / active EE | $2,440 | $5,179-52.9% | $4,320-43.5% | $5,352-54.4% |
| Admin fee / account holder | $1,833 | $8,391-78.2% | $6,269-70.8% | $9,540-80.8% |