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 | $41,706 | $57,354-27.3% | $83,848-50.3% | $64,186-35.0% |
| Participation rate | 60.4% | 68.6%-8.2pp | 76.1%-15.8pp | 69.6%-9.2pp |
| Annual return | -8.22% | 11.38%-19.6pp | 850.88%-859.1pp | 7.63%-15.9pp |
| Employer contribution / active EE | $702 | $2,545-72.4% | $3,631-80.7% | $2,381-70.5% |
| Participant deferral / active EE | $3,512 | $2,993+17.3% | $4,082-14.0% | $3,470+1.2% |
| Admin fee / account holder | $1,903 | $4,046-53.0% | $5,478-65.3% | $4,888-61.1% |