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 | $38,385 | $75,935-49.5% | $60,547-36.6% | $125,391-69.4% |
| Participation rate | 54.5% | 76.5%-22.0pp | 68.0%-13.4pp | 83.2%-28.6pp |
| Annual return | -1.35% | -5.38%+4.0pp | 335.64%-337.0pp | 282.22%-283.6pp |
| Employer contribution / active EE | $1,122 | $3,438-67.4% | $2,419-53.6% | $4,866-76.9% |
| Participant deferral / active EE | $2,754 | $4,506-38.9% | $3,328-17.3% | $5,352-48.5% |
| Admin fee / account holder | $704 | $6,768-89.6% | $4,536-84.5% | $9,540-92.6% |