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 | $42,087 | $57,354-26.6% | $83,848-49.8% | $64,186-34.4% |
| Participation rate | 63.1% | 68.6%-5.5pp | 76.1%-13.1pp | 69.6%-6.5pp |
| Annual return | -7.78% | 11.38%-19.2pp | 850.88%-858.7pp | 7.63%-15.4pp |
| Employer contribution / active EE | $752 | $2,545-70.5% | $3,631-79.3% | $2,381-68.4% |
| Participant deferral / active EE | $3,099 | $2,993+3.5% | $4,082-24.1% | $3,470-10.7% |
| Admin fee / account holder | $3,352 | $4,046-17.1% | $5,478-38.8% | $4,888-31.4% |