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 | $52,314 | $92,222-43.3% | $76,768-31.9% | $135,375-61.4% |
| Participation rate | 40.0% | 79.8%-39.8pp | 77.0%-37.0pp | 82.6%-42.6pp |
| Annual return | -1.57% | 5.46%-7.0pp | 2.43%-4.0pp | 519.73%-521.3pp |
| Employer contribution / active EE | $2,188 | $3,216-32.0% | $2,485-12.0% | $4,779-54.2% |
| Participant deferral / active EE | $3,936 | $4,509-12.7% | $3,852+2.2% | $5,609-29.8% |
| Admin fee / account holder | $1,010 | $10,748-90.6% | $6,675-84.9% | $10,827-90.7% |