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 | $32,494 | $197,825-83.6% | $155,790-79.1% | $125,391-74.1% |
| Participation rate | 52.6% | 82.1%-29.5pp | 76.1%-23.5pp | 83.2%-30.6pp |
| Annual return | -2.10% | 86.74%-88.8pp | 71.54%-73.6pp | 282.22%-284.3pp |
| Employer contribution / active EE | $962 | $4,847-80.2% | $3,836-74.9% | $4,866-80.2% |
| Participant deferral / active EE | $2,944 | $5,630-47.7% | $4,797-38.6% | $5,352-45.0% |
| Admin fee / account holder | $1,912 | $9,545-80.0% | $7,478-74.4% | $9,540-80.0% |