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 | $44,920 | $57,354-21.7% | $83,848-46.4% | $64,186-30.0% |
| Participation rate | 62.5% | 68.6%-6.1pp | 76.1%-13.6pp | 69.6%-7.1pp |
| Annual return | -2.82% | 11.38%-14.2pp | 850.88%-853.7pp | 7.63%-10.5pp |
| Employer contribution / active EE | $612 | $2,545-76.0% | $3,631-83.1% | $2,381-74.3% |
| Participant deferral / active EE | $1,671 | $2,993-44.2% | $4,082-59.0% | $3,470-51.8% |
| Admin fee / account holder | $11,636 | $4,046+187.6% | $5,478+112.4% | $4,888+138.1% |