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 | $40,228 | $113,935-64.7% | $94,224-57.3% | $125,391-67.9% |
| Participation rate | 66.7% | 82.9%-16.2pp | 78.8%-12.1pp | 83.2%-16.5pp |
| Annual return | 0.36% | 5.29%-4.9pp | 10.68%-10.3pp | 282.22%-281.9pp |
| Employer contribution / active EE | $1,169 | $4,727-75.3% | $3,587-67.4% | $4,866-76.0% |
| Participant deferral / active EE | $2,216 | $5,179-57.2% | $4,320-48.7% | $5,352-58.6% |
| Admin fee / account holder | $1,433 | $8,391-82.9% | $6,269-77.1% | $9,540-85.0% |