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 | $32,198 | $92,222-65.1% | $76,768-58.1% | $135,375-76.2% |
| Participation rate | 55.6% | 79.8%-24.2pp | 77.0%-21.4pp | 82.6%-27.1pp |
| Annual return | -4.34% | 5.46%-9.8pp | 2.43%-6.8pp | 519.73%-524.1pp |
| Employer contribution / active EE | $718 | $3,216-77.7% | $2,485-71.1% | $4,779-85.0% |
| Participant deferral / active EE | $2,027 | $4,509-55.0% | $3,852-47.4% | $5,609-63.9% |
| Admin fee / account holder | $2,399 | $10,748-77.7% | $6,675-64.1% | $10,827-77.8% |