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 | $43,580 | $211,958-79.4% | $169,463-74.3% | $135,375-67.8% |
| Participation rate | 57.9% | 82.6%-24.7pp | 77.8%-19.9pp | 82.6%-24.7pp |
| Annual return | -4.97% | 3.26%-8.2pp | 1.83%-6.8pp | 519.73%-524.7pp |
| Employer contribution / active EE | $630 | $5,120-87.7% | $4,159-84.9% | $4,779-86.8% |
| Participant deferral / active EE | $1,504 | $6,075-75.2% | $5,277-71.5% | $5,609-73.2% |
| Admin fee / account holder | $2,067 | $11,471-82.0% | $9,109-77.3% | $10,827-80.9% |