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 | $40,212 | $85,790-53.1% | $67,313-40.3% | $135,375-70.3% |
| Participation rate | 61.9% | 76.5%-14.6pp | 69.1%-7.2pp | 82.6%-20.7pp |
| Annual return | -5.87% | -0.54%-5.3pp | -4.08%-1.8pp | 519.73%-525.6pp |
| Employer contribution / active EE | $666 | $3,487-80.9% | $2,566-74.0% | $4,779-86.1% |
| Participant deferral / active EE | $1,399 | $4,651-69.9% | $3,568-60.8% | $5,609-75.1% |
| Admin fee / account holder | $2,047 | $6,392-68.0% | $4,507-54.6% | $10,827-81.1% |