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 | $20,739 | $92,222-77.5% | $76,768-73.0% | $135,375-84.7% |
| Participation rate | 64.7% | 79.8%-15.1pp | 77.0%-12.3pp | 82.6%-17.9pp |
| Annual return | -2.58% | 5.46%-8.0pp | 2.43%-5.0pp | 519.73%-522.3pp |
| Employer contribution / active EE | $1,052 | $3,216-67.3% | $2,485-57.7% | $4,779-78.0% |
| Participant deferral / active EE | $1,900 | $4,509-57.9% | $3,852-50.7% | $5,609-66.1% |
| Admin fee / account holder | $6,110 | $10,748-43.1% | $6,675-8.5% | $10,827-43.6% |