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 | $42,843 | $97,044-55.9% | $83,333-48.6% | $135,375-68.4% |
| Participation rate | 63.6% | 80.4%-16.8pp | 77.8%-14.1pp | 82.6%-19.0pp |
| Annual return | -7.30% | 12.31%-19.6pp | 10.63%-17.9pp | 519.73%-527.0pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,719 | $5,964-4.1% | $5,565+2.8% | $5,609+2.0% |
| Admin fee / account holder | $642 | $8,380-92.3% | $7,510-91.5% | $10,827-94.1% |