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 | $38,778 | $39,162-1.0% | $100,671-61.5% | $59,632-35.0% |
| Participation rate | 51.9% | 55.9%-3.9pp | 70.7%-18.8pp | 68.7%-16.7pp |
| Annual return | -0.62% | 21.07%-21.7pp | 20.43%-21.1pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $1,011 | $1,151-12.1% | $4,012-74.8% | $2,203-54.1% |
| Participant deferral / active EE | $1,781 | $1,992-10.6% | $3,144-43.4% | $3,192-44.2% |
| Admin fee / account holder | $651 | $2,969-78.1% | $4,850-86.6% | $4,297-84.9% |