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 | $36,366 | $71,883-49.4% | $86,677-58.0% | $68,494-46.9% |
| Participation rate | 61.1% | 72.2%-11.1pp | 76.6%-15.5pp | 67.9%-6.8pp |
| Annual return | -7.99% | 3.52%-11.5pp | 35.91%-43.9pp | -7.84%-0.2pp |
| Employer contribution / active EE | $674 | $2,173-69.0% | $2,836-76.2% | $2,596-74.0% |
| Participant deferral / active EE | $2,615 | $3,779-30.8% | $4,656-43.8% | $4,027-35.1% |
| Admin fee / account holder | $1,519 | $6,112-75.1% | $7,493-79.7% | $5,403-71.9% |