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 | $15,502 | $53,596-71.1% | $90,645-82.9% | $64,186-75.8% |
| Participation rate | 58.0% | 64.5%-6.5pp | 74.0%-16.0pp | 69.6%-11.5pp |
| Annual return | -1.80% | 4.41%-6.2pp | 1.88%-3.7pp | 7.63%-9.4pp |
| Employer contribution / active EE | $891 | $1,503-40.7% | $2,532-64.8% | $2,381-62.6% |
| Participant deferral / active EE | $1,326 | $2,459-46.1% | $3,425-61.3% | $3,470-61.8% |
| Admin fee / account holder | $3,098 | $3,868-19.9% | $4,994-38.0% | $4,888-36.6% |