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 | $38,456 | $71,883-46.5% | $86,677-55.6% | $68,494-43.9% |
| Participation rate | 45.2% | 72.2%-27.0pp | 76.6%-31.3pp | 67.9%-22.7pp |
| Annual return | -15.94% | 3.52%-19.5pp | 35.91%-51.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $640 | $2,173-70.6% | $2,836-77.4% | $2,596-75.4% |
| Participant deferral / active EE | $1,749 | $3,779-53.7% | $4,656-62.4% | $4,027-56.6% |
| Admin fee / account holder | $854 | $6,112-86.0% | $7,493-88.6% | $5,403-84.2% |