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 | $59,740 | $77,813-23.2% | $123,544-51.6% | $64,186-6.9% |
| Participation rate | 21.7% | 74.7%-53.0pp | 82.3%-60.6pp | 69.6%-47.8pp |
| Annual return | -1.36% | 12.48%-13.8pp | 119.20%-120.6pp | 7.63%-9.0pp |
| Employer contribution / active EE | $778 | $3,014-74.2% | $4,628-83.2% | $2,381-67.3% |
| Participant deferral / active EE | $2,261 | $5,240-56.8% | $6,426-64.8% | $3,470-34.8% |
| Admin fee / account holder | $3,019 | $5,519-45.3% | $9,284-67.5% | $4,888-38.2% |