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 | $17,732 | $87,540-79.7% | $75,781-76.6% | $125,391-85.9% |
| Participation rate | 62.5% | 80.2%-17.7pp | 75.8%-13.3pp | 83.2%-20.7pp |
| Annual return | -3.39% | 13.48%-16.9pp | 9.68%-13.1pp | 282.22%-285.6pp |
| Employer contribution / active EE | $798 | $3,930-79.7% | $3,323-76.0% | $4,866-83.6% |
| Participant deferral / active EE | $2,978 | $4,229-29.6% | $3,651-18.4% | $5,352-44.3% |
| Admin fee / account holder | $478 | $6,502-92.7% | $5,299-91.0% | $9,540-95.0% |