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 | $28,256 | $57,354-50.7% | $83,848-66.3% | $64,186-56.0% |
| Participation rate | 50.0% | 68.6%-18.6pp | 76.1%-26.1pp | 69.6%-19.6pp |
| Annual return | -5.92% | 11.38%-17.3pp | 850.88%-856.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $908 | $2,545-64.3% | $3,631-75.0% | $2,381-61.8% |
| Participant deferral / active EE | $2,273 | $2,993-24.0% | $4,082-44.3% | $3,470-34.5% |
| Admin fee / account holder | $633 | $4,046-84.4% | $5,478-88.4% | $4,888-87.1% |