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 | $57,274 | $57,354-0.1% | $83,848-31.7% | $64,186-10.8% |
| Participation rate | 49.5% | 68.6%-19.1pp | 76.1%-26.7pp | 69.6%-20.1pp |
| Annual return | -4.30% | 11.38%-15.7pp | 850.88%-855.2pp | 7.63%-11.9pp |
| Employer contribution / active EE | $808 | $2,545-68.2% | $3,631-77.7% | $2,381-66.1% |
| Participant deferral / active EE | $1,715 | $2,993-42.7% | $4,082-58.0% | $3,470-50.6% |
| Admin fee / account holder | $566 | $4,046-86.0% | $5,478-89.7% | $4,888-88.4% |