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 | $56,026 | $76,000-26.3% | $154,107-63.6% | $64,186-12.7% |
| Participation rate | 38.5% | 70.4%-32.0pp | 83.0%-44.6pp | 69.6%-31.1pp |
| Annual return | -6.75% | 30.32%-37.1pp | 735.12%-741.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $689 | $3,351-79.4% | $5,298-87.0% | $2,381-71.1% |
| Participant deferral / active EE | $1,398 | $3,175-56.0% | $5,081-72.5% | $3,470-59.7% |
| Admin fee / account holder | $1,659 | $5,596-70.4% | $13,411-87.6% | $4,888-66.1% |