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 | $51,206 | $69,977-26.8% | $108,579-52.8% | $62,891-18.6% |
| Participation rate | 50.0% | 72.9%-22.9pp | 79.6%-29.6pp | 69.3%-19.3pp |
| Annual return | 9.03% | 10.73%-1.7pp | -51.70%+60.7pp | 20.14%-11.1pp |
| Employer contribution / active EE | $682 | $2,135-68.1% | $3,758-81.9% | $2,281-70.1% |
| Participant deferral / active EE | $2,256 | $3,165-28.7% | $4,311-47.7% | $3,203-29.6% |
| Admin fee / account holder | $4,116 | $5,076-18.9% | $7,645-46.2% | $4,296-4.2% |