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 | $28,558 | $77,813-63.3% | $123,544-76.9% | $64,186-55.5% |
| Participation rate | 64.7% | 74.7%-10.0pp | 82.3%-17.6pp | 69.6%-4.9pp |
| Annual return | -6.91% | 12.48%-19.4pp | 119.20%-126.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,845 | $3,014-38.8% | $4,628-60.1% | $2,381-22.5% |
| Participant deferral / active EE | $3,137 | $5,240-40.1% | $6,426-51.2% | $3,470-9.6% |
| Admin fee / account holder | $373 | $5,519-93.2% | $9,284-96.0% | $4,888-92.4% |