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 | $40,624 | $72,177-43.7% | $115,037-64.7% | $59,632-31.9% |
| Participation rate | 62.6% | 72.6%-9.9pp | 81.4%-18.7pp | 68.7%-6.0pp |
| Annual return | -0.24% | 12.02%-12.3pp | 26.14%-26.4pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $3,018 | $2,841+6.2% | $4,608-34.5% | $2,203+37.0% |
| Participant deferral / active EE | $5,836 | $4,783+22.0% | $6,026-3.2% | $3,192+82.9% |
| Admin fee / account holder | $344 | $4,927-93.0% | $8,175-95.8% | $4,297-92.0% |