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 | $65,082 | $211,958-69.3% | $169,463-61.6% | $135,375-51.9% |
| Participation rate | 42.9% | 82.6%-39.8pp | 77.8%-34.9pp | 82.6%-39.8pp |
| Annual return | -3.70% | 3.26%-7.0pp | 1.83%-5.5pp | 519.73%-523.4pp |
| Employer contribution / active EE | $1,453 | $5,120-71.6% | $4,159-65.1% | $4,779-69.6% |
| Participant deferral / active EE | $6,984 | $6,075+15.0% | $5,277+32.4% | $5,609+24.5% |
| Admin fee / account holder | $9,141 | $11,471-20.3% | $9,109+0.3% | $10,827-15.6% |