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 | $40,644 | $92,222-55.9% | $76,768-47.1% | $135,375-70.0% |
| Participation rate | 37.5% | 79.8%-42.3pp | 77.0%-39.5pp | 82.6%-45.1pp |
| Annual return | -3.52% | 5.46%-9.0pp | 2.43%-5.9pp | 519.73%-523.3pp |
| Employer contribution / active EE | $807 | $3,216-74.9% | $2,485-67.5% | $4,779-83.1% |
| Participant deferral / active EE | $2,943 | $4,509-34.7% | $3,852-23.6% | $5,609-47.5% |
| Admin fee / account holder | $14,319 | $10,748+33.2% | $6,675+114.5% | $10,827+32.3% |