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 | $28,740 | $43,723-34.3% | $121,196-76.3% | $64,186-55.2% |
| Participation rate | 44.6% | 58.3%-13.7pp | 71.7%-27.1pp | 69.6%-24.9pp |
| Annual return | -6.93% | 68.91%-75.8pp | 16.93%-23.9pp | 7.63%-14.6pp |
| Employer contribution / active EE | $353 | $1,296-72.8% | $4,022-91.2% | $2,381-85.2% |
| Participant deferral / active EE | $1,435 | $2,280-37.1% | $3,344-57.1% | $3,470-58.6% |
| Admin fee / account holder | $5,855 | $3,501+67.2% | $5,019+16.7% | $4,888+19.8% |