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 | $35,921 | $87,540-59.0% | $75,781-52.6% | $125,391-71.4% |
| Participation rate | 35.3% | 80.2%-44.9pp | 75.8%-40.5pp | 83.2%-47.9pp |
| Annual return | -0.48% | 13.48%-14.0pp | 9.68%-10.2pp | 282.22%-282.7pp |
| Employer contribution / active EE | $1,150 | $3,930-70.7% | $3,323-65.4% | $4,866-76.4% |
| Participant deferral / active EE | $2,571 | $4,229-39.2% | $3,651-29.6% | $5,352-52.0% |
| Admin fee / account holder | $2,485 | $6,502-61.8% | $5,299-53.1% | $9,540-74.0% |