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 | $52,570 | $92,222-43.0% | $76,768-31.5% | $135,375-61.2% |
| Participation rate | 33.3% | 79.8%-46.4pp | 77.0%-43.6pp | 82.6%-49.3pp |
| Annual return | -6.03% | 5.46%-11.5pp | 2.43%-8.5pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,889 | $3,216-41.3% | $2,485-24.0% | $4,779-60.5% |
| Participant deferral / active EE | $1,578 | $4,509-65.0% | $3,852-59.0% | $5,609-71.9% |
| Admin fee / account holder | $5,118 | $10,748-52.4% | $6,675-23.3% | $10,827-52.7% |