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 | $12,977 | $49,177-73.6% | $79,464-83.7% | $64,186-79.8% |
| Participation rate | 59.6% | 65.0%-5.4pp | 73.3%-13.7pp | 69.6%-10.0pp |
| Annual return | 6.79% | -1.16%+8.0pp | 718.14%-711.3pp | 7.63%-0.8pp |
| Employer contribution / active EE | $435 | $2,076-79.0% | $2,800-84.5% | $2,381-81.7% |
| Participant deferral / active EE | $1,363 | $2,821-51.7% | $3,704-63.2% | $3,470-60.7% |
| Admin fee / account holder | $4,382 | $3,839+14.1% | $5,113-14.3% | $4,888-10.4% |