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 | $46,731 | $57,354-18.5% | $83,848-44.3% | $64,186-27.2% |
| Participation rate | 67.3% | 68.6%-1.3pp | 76.1%-8.8pp | 69.6%-2.2pp |
| Annual return | -5.80% | 11.38%-17.2pp | 850.88%-856.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,092 | $2,545-57.1% | $3,631-69.9% | $2,381-54.1% |
| Participant deferral / active EE | $2,292 | $2,993-23.4% | $4,082-43.8% | $3,470-33.9% |
| Admin fee / account holder | $333 | $4,046-91.8% | $5,478-93.9% | $4,888-93.2% |