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 | $58,324 | $87,540-33.4% | $75,781-23.0% | $125,391-53.5% |
| Participation rate | 63.6% | 80.2%-16.5pp | 75.8%-12.2pp | 83.2%-19.6pp |
| Annual return | -0.84% | 13.48%-14.3pp | 9.68%-10.5pp | 282.22%-283.1pp |
| Employer contribution / active EE | $692 | $3,930-82.4% | $3,323-79.2% | $4,866-85.8% |
| Participant deferral / active EE | $2,769 | $4,229-34.5% | $3,651-24.2% | $5,352-48.3% |
| Admin fee / account holder | $4,452 | $6,502-31.5% | $5,299-16.0% | $9,540-53.3% |