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 | $34,770 | $85,790-59.5% | $67,313-48.3% | $135,375-74.3% |
| Participation rate | 68.2% | 76.5%-8.3pp | 69.1%-0.9pp | 82.6%-14.5pp |
| Annual return | -5.10% | -0.54%-4.6pp | -4.08%-1.0pp | 519.73%-524.8pp |
| Employer contribution / active EE | $1,848 | $3,487-47.0% | $2,566-28.0% | $4,779-61.3% |
| Participant deferral / active EE | $3,966 | $4,651-14.7% | $3,568+11.2% | $5,609-29.3% |
| Admin fee / account holder | $3,888 | $6,392-39.2% | $4,507-13.7% | $10,827-64.1% |