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 | $65,098 | $91,911-29.2% | $68,793-5.4% | $135,375-51.9% |
| Participation rate | 46.7% | 76.7%-30.1pp | 72.2%-25.6pp | 82.6%-36.0pp |
| Annual return | -4.67% | -8.22%+3.6pp | -4.63%0pp | 519.73%-524.4pp |
| Employer contribution / active EE | $762 | $3,924-80.6% | $2,625-71.0% | $4,779-84.1% |
| Participant deferral / active EE | $926 | $4,315-78.5% | $3,311-72.0% | $5,609-83.5% |
| Admin fee / account holder | $1,926 | $9,240-79.2% | $5,131-62.5% | $10,827-82.2% |