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 | $29,409 | $43,723-32.7% | $121,196-75.7% | $64,186-54.2% |
| Participation rate | 53.8% | 58.3%-4.5pp | 71.7%-17.9pp | 69.6%-15.7pp |
| Annual return | -5.61% | 68.91%-74.5pp | 16.93%-22.5pp | 7.63%-13.2pp |
| Employer contribution / active EE | $589 | $1,296-54.6% | $4,022-85.4% | $2,381-75.3% |
| Participant deferral / active EE | $948 | $2,280-58.4% | $3,344-71.7% | $3,470-72.7% |
| Admin fee / account holder | $1,609 | $3,501-54.1% | $5,019-68.0% | $4,888-67.1% |