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 | $35,052 | $49,177-28.7% | $79,464-55.9% | $64,186-45.4% |
| Participation rate | 46.5% | 65.0%-18.5pp | 73.3%-26.8pp | 69.6%-23.1pp |
| Annual return | -5.10% | -1.16%-3.9pp | 718.14%-723.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $507 | $2,076-75.6% | $2,800-81.9% | $2,381-78.7% |
| Participant deferral / active EE | $1,865 | $2,821-33.9% | $3,704-49.6% | $3,470-46.2% |
| Admin fee / account holder | $634 | $3,839-83.5% | $5,113-87.6% | $4,888-87.0% |