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 | $45,082 | $211,958-78.7% | $169,463-73.4% | $135,375-66.7% |
| Participation rate | 46.2% | 82.6%-36.5pp | 77.8%-31.6pp | 82.6%-36.5pp |
| Annual return | -0.89% | 3.26%-4.2pp | 1.83%-2.7pp | 519.73%-520.6pp |
| Employer contribution / active EE | $1,291 | $5,120-74.8% | $4,159-69.0% | $4,779-73.0% |
| Participant deferral / active EE | $4,186 | $6,075-31.1% | $5,277-20.7% | $5,609-25.4% |
| Admin fee / account holder | $8,157 | $11,471-28.9% | $9,109-10.5% | $10,827-24.7% |