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 | $73,509 | $100,754-27.0% | $86,677-15.2% | $134,475-45.3% |
| Participation rate | 52.4% | 78.9%-26.6pp | 76.6%-24.2pp | 81.2%-28.8pp |
| Annual return | -3.07% | 29.04%-32.1pp | 35.91%-39.0pp | 417.96%-421.0pp |
| Employer contribution / active EE | $869 | $3,489-75.1% | $2,836-69.4% | $4,740-81.7% |
| Participant deferral / active EE | $3,446 | $5,338-35.4% | $4,656-26.0% | $6,400-46.2% |
| Admin fee / account holder | $16,362 | $10,926+49.8% | $7,493+118.4% | $11,426+43.2% |