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 | $32,419 | $71,883-54.9% | $86,677-62.6% | $68,494-52.7% |
| Participation rate | 67.7% | 72.2%-4.5pp | 76.6%-8.9pp | 67.9%-0.2pp |
| Annual return | -12.84% | 3.52%-16.4pp | 35.91%-48.7pp | -7.84%-5.0pp |
| Employer contribution / active EE | $705 | $2,173-67.6% | $2,836-75.2% | $2,596-72.9% |
| Participant deferral / active EE | $2,237 | $3,779-40.8% | $4,656-52.0% | $4,027-44.5% |
| Admin fee / account holder | $5,591 | $6,112-8.5% | $7,493-25.4% | $5,403+3.5% |