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 | $49,105 | $52,519-6.5% | $155,790-68.5% | $59,632-17.7% |
| Participation rate | 40.0% | 61.7%-21.7pp | 76.1%-36.1pp | 68.7%-28.7pp |
| Annual return | -1.23% | 53.51%-54.7pp | 71.54%-72.8pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,836-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,223 | $3,084-60.4% | $4,797-74.5% | $3,192-61.7% |
| Admin fee / account holder | $447 | $3,540-87.4% | $7,478-94.0% | $4,297-89.6% |