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 | $47,539 | $57,354-17.1% | $83,848-43.3% | $64,186-25.9% |
| Participation rate | 53.2% | 68.6%-15.4pp | 76.1%-23.0pp | 69.6%-16.4pp |
| Annual return | -1.72% | 11.38%-13.1pp | 850.88%-852.6pp | 7.63%-9.4pp |
| Employer contribution / active EE | $834 | $2,545-67.2% | $3,631-77.0% | $2,381-65.0% |
| Participant deferral / active EE | $1,772 | $2,993-40.8% | $4,082-56.6% | $3,470-48.9% |
| Admin fee / account holder | $958 | $4,046-76.3% | $5,478-82.5% | $4,888-80.4% |