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 | $14,773 | $69,518-78.7% | $59,878-75.3% | $135,375-89.1% |
| Participation rate | 31.8% | 77.8%-46.0pp | 74.7%-42.9pp | 82.6%-50.8pp |
| Annual return | -4.75% | 7.94%-12.7pp | 3.46%-8.2pp | 519.73%-524.5pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,114 | $4,206-73.5% | $3,402-67.3% | $5,609-80.1% |
| Admin fee / account holder | $6,184 | $5,734+7.8% | $3,590+72.2% | $10,827-42.9% |