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 | $35,710 | $76,000-53.0% | $154,107-76.8% | $64,186-44.4% |
| Participation rate | 68.4% | 70.4%-2.0pp | 83.0%-14.6pp | 69.6%-1.1pp |
| Annual return | -6.96% | 30.32%-37.3pp | 735.12%-742.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $691 | $3,351-79.4% | $5,298-87.0% | $2,381-71.0% |
| Participant deferral / active EE | $2,099 | $3,175-33.9% | $5,081-58.7% | $3,470-39.5% |
| Admin fee / account holder | $1,600 | $5,596-71.4% | $13,411-88.1% | $4,888-67.3% |