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 | $49,998 | $71,883-30.4% | $86,677-42.3% | $68,494-27.0% |
| Participation rate | 40.7% | 72.2%-31.5pp | 76.6%-35.8pp | 67.9%-27.1pp |
| Annual return | -18.75% | 3.52%-22.3pp | 35.91%-54.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $998 | $2,173-54.1% | $2,836-64.8% | $2,596-61.6% |
| Participant deferral / active EE | $2,131 | $3,779-43.6% | $4,656-54.2% | $4,027-47.1% |
| Admin fee / account holder | $3,026 | $6,112-50.5% | $7,493-59.6% | $5,403-44.0% |