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 | $54,451 | $127,386-57.3% | $115,037-52.7% | $125,391-56.6% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -0.58% | 31.28%-31.9pp | 26.14%-26.7pp | 282.22%-282.8pp |
| Employer contribution / active EE | $1,997 | $5,166-61.3% | $4,608-56.7% | $4,866-59.0% |
| Participant deferral / active EE | $3,517 | $6,423-45.3% | $6,026-41.6% | $5,352-34.3% |
| Admin fee / account holder | $574 | $9,516-94.0% | $8,175-93.0% | $9,540-94.0% |