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 | $30,436 | $84,527-64.0% | $67,711-55.1% | $125,391-75.7% |
| Participation rate | 56.5% | 74.8%-18.3pp | 67.5%-11.0pp | 83.2%-26.7pp |
| Annual return | -1.88% | 2.57%-4.5pp | 25.41%-27.3pp | 282.22%-284.1pp |
| Employer contribution / active EE | $536 | $3,292-83.7% | $2,559-79.1% | $4,866-89.0% |
| Participant deferral / active EE | $887 | $4,429-80.0% | $3,585-75.2% | $5,352-83.4% |
| Admin fee / account holder | $1,176 | $5,340-78.0% | $4,255-72.4% | $9,540-87.7% |