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 | $14,326 | $85,790-83.3% | $67,313-78.7% | $135,375-89.4% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | -0.45% | -0.54%+0.1pp | -4.08%+3.6pp | 519.73%-520.2pp |
| Employer contribution / active EE | $638 | $3,487-81.7% | $2,566-75.1% | $4,779-86.7% |
| Participant deferral / active EE | $3,234 | $4,651-30.5% | $3,568-9.4% | $5,609-42.3% |
| Admin fee / account holder | $4,279 | $6,392-33.1% | $4,507-5.1% | $10,827-60.5% |