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 | $51,968 | $43,723+18.9% | $121,196-57.1% | $64,186-19.0% |
| Participation rate | 50.0% | 58.3%-8.3pp | 71.7%-21.7pp | 69.6%-19.6pp |
| Annual return | -5.63% | 68.91%-74.5pp | 16.93%-22.6pp | 7.63%-13.3pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,929 | $2,280+28.5% | $3,344-12.4% | $3,470-15.6% |
| Admin fee / account holder | $1,416 | $3,501-59.6% | $5,019-71.8% | $4,888-71.0% |