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 | $46,320 | $76,000-39.1% | $154,107-69.9% | $64,186-27.8% |
| Participation rate | 37.5% | 70.4%-32.9pp | 83.0%-45.5pp | 69.6%-32.1pp |
| Annual return | -4.78% | 30.32%-35.1pp | 735.12%-739.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,137 | $3,351-66.1% | $5,298-78.5% | $2,381-52.3% |
| Participant deferral / active EE | $1,314 | $3,175-58.6% | $5,081-74.1% | $3,470-62.1% |
| Admin fee / account holder | $2,698 | $5,596-51.8% | $13,411-79.9% | $4,888-44.8% |