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 | $24,070 | $69,518-65.4% | $59,878-59.8% | $135,375-82.2% |
| Participation rate | 61.5% | 77.8%-16.3pp | 74.7%-13.2pp | 82.6%-21.1pp |
| Annual return | -6.10% | 7.94%-14.0pp | 3.46%-9.6pp | 519.73%-525.8pp |
| Employer contribution / active EE | $836 | $3,235-74.2% | $2,722-69.3% | $4,779-82.5% |
| Participant deferral / active EE | $894 | $4,206-78.7% | $3,402-73.7% | $5,609-84.1% |
| Admin fee / account holder | $1,134 | $5,734-80.2% | $3,590-68.4% | $10,827-89.5% |