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 | $38,495 | $97,044-60.3% | $83,333-53.8% | $135,375-71.6% |
| Participation rate | 66.7% | 80.4%-13.7pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -3.35% | 12.31%-15.7pp | 10.63%-14.0pp | 519.73%-523.1pp |
| Employer contribution / active EE | $1,829 | $4,143-55.9% | $3,379-45.9% | $4,779-61.7% |
| Participant deferral / active EE | $4,490 | $5,964-24.7% | $5,565-19.3% | $5,609-19.9% |
| Admin fee / account holder | $7,218 | $8,380-13.9% | $7,510-3.9% | $10,827-33.3% |