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 | $50,227 | $54,380-7.6% | $68,509-26.7% | $59,632-15.8% |
| Participation rate | 60.5% | 70.2%-9.7pp | 74.7%-14.2pp | 68.7%-8.1pp |
| Annual return | -0.59% | 2.83%-3.4pp | 8.27%-8.9pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $900 | $1,539-41.5% | $2,278-60.5% | $2,203-59.1% |
| Participant deferral / active EE | $2,297 | $2,643-13.1% | $3,382-32.1% | $3,192-28.0% |
| Admin fee / account holder | $332 | $3,885-91.5% | $5,275-93.7% | $4,297-92.3% |