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 | $32,385 | $83,908-61.4% | $68,509-52.7% | $125,391-74.2% |
| Participation rate | 33.3% | 78.2%-44.8pp | 74.7%-41.4pp | 83.2%-49.9pp |
| Annual return | -2.11% | 14.48%-16.6pp | 8.27%-10.4pp | 282.22%-284.3pp |
| Employer contribution / active EE | $466 | $3,031-84.6% | $2,278-79.5% | $4,866-90.4% |
| Participant deferral / active EE | $1,743 | $4,125-57.8% | $3,382-48.5% | $5,352-67.4% |
| Admin fee / account holder | $490 | $8,982-94.6% | $5,275-90.7% | $9,540-94.9% |