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 | $20,484 | $87,540-76.6% | $75,781-73.0% | $125,391-83.7% |
| Participation rate | 65.2% | 80.2%-14.9pp | 75.8%-10.6pp | 83.2%-18.0pp |
| Annual return | -3.30% | 13.48%-16.8pp | 9.68%-13.0pp | 282.22%-285.5pp |
| Employer contribution / active EE | $928 | $3,930-76.4% | $3,323-72.1% | $4,866-80.9% |
| Participant deferral / active EE | $2,960 | $4,229-30.0% | $3,651-18.9% | $5,352-44.7% |
| Admin fee / account holder | $694 | $6,502-89.3% | $5,299-86.9% | $9,540-92.7% |