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 | $68,897 | $57,354+20.1% | $83,848-17.8% | $64,186+7.3% |
| Participation rate | 29.0% | 68.6%-39.6pp | 76.1%-47.1pp | 69.6%-40.5pp |
| Annual return | -6.29% | 11.38%-17.7pp | 850.88%-857.2pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,500 | $2,993-49.9% | $4,082-63.3% | $3,470-56.8% |
| Admin fee / account holder | $390 | $4,046-90.4% | $5,478-92.9% | $4,888-92.0% |