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 | $40,983 | $52,519-22.0% | $155,790-73.7% | $59,632-31.3% |
| Participation rate | 58.2% | 61.7%-3.5pp | 76.1%-17.9pp | 68.7%-10.4pp |
| Annual return | -1.80% | 53.51%-55.3pp | 71.54%-73.3pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $408 | $1,589-74.3% | $3,836-89.4% | $2,203-81.5% |
| Participant deferral / active EE | $4,206 | $3,084+36.4% | $4,797-12.3% | $3,192+31.8% |
| Admin fee / account holder | $2,488 | $3,540-29.7% | $7,478-66.7% | $4,297-42.1% |