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 | $52,562 | $197,825-73.4% | $155,790-66.3% | $125,391-58.1% |
| Participation rate | 50.0% | 82.1%-32.1pp | 76.1%-26.1pp | 83.2%-33.2pp |
| Annual return | -2.08% | 86.74%-88.8pp | 71.54%-73.6pp | 282.22%-284.3pp |
| Employer contribution / active EE | $1,130 | $4,847-76.7% | $3,836-70.5% | $4,866-76.8% |
| Participant deferral / active EE | $3,399 | $5,630-39.6% | $4,797-29.1% | $5,352-36.5% |
| Admin fee / account holder | $855 | $9,545-91.0% | $7,478-88.6% | $9,540-91.0% |