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 | $26,731 | $57,354-53.4% | $83,848-68.1% | $64,186-58.4% |
| Participation rate | 65.6% | 68.6%-3.0pp | 76.1%-10.5pp | 69.6%-3.9pp |
| Annual return | -3.19% | 11.38%-14.6pp | 850.88%-854.1pp | 7.63%-10.8pp |
| Employer contribution / active EE | $681 | $2,545-73.2% | $3,631-81.2% | $2,381-71.4% |
| Participant deferral / active EE | $1,510 | $2,993-49.6% | $4,082-63.0% | $3,470-56.5% |
| Admin fee / account holder | $2,696 | $4,046-33.4% | $5,478-50.8% | $4,888-44.8% |