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 | $36,491 | $99,032-63.2% | $80,019-54.4% | $135,375-73.0% |
| Participation rate | 63.6% | 78.4%-14.7pp | 75.8%-12.2pp | 82.6%-19.0pp |
| Annual return | -3.10% | 15.39%-18.5pp | 11.22%-14.3pp | 519.73%-522.8pp |
| Employer contribution / active EE | $1,032 | $3,043-66.1% | $2,468-58.2% | $4,779-78.4% |
| Participant deferral / active EE | $2,755 | $4,282-35.7% | $3,686-25.3% | $5,609-50.9% |
| Admin fee / account holder | $11,779 | $10,436+12.9% | $6,521+80.6% | $10,827+8.8% |