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 | $29,346 | $95,193-69.2% | $76,523-61.7% | $135,375-78.3% |
| Participation rate | 64.3% | 74.4%-10.1pp | 68.0%-3.7pp | 82.6%-18.4pp |
| Annual return | -8.18% | 4.85%-13.0pp | -0.27%-7.9pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,389 | $3,302-58.0% | $2,647-47.5% | $4,779-70.9% |
| Participant deferral / active EE | $4,220 | $4,639-9.0% | $3,835+10.0% | $5,609-24.8% |
| Admin fee / account holder | $1,521 | $6,249-75.7% | $4,848-68.6% | $10,827-86.0% |