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 | $31,639 | $127,100-75.1% | $105,738-70.1% | $135,375-76.6% |
| Participation rate | 63.6% | 82.7%-19.1pp | 76.3%-12.7pp | 82.6%-19.0pp |
| Annual return | -7.53% | 4.49%-12.0pp | 6.27%-13.8pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,582 | $4,107-61.5% | $3,268-51.6% | $4,779-66.9% |
| Participant deferral / active EE | $2,414 | $5,064-52.3% | $4,080-40.8% | $5,609-57.0% |
| Admin fee / account holder | $2,851 | $9,087-68.6% | $6,913-58.8% | $10,827-73.7% |