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 | $28,373 | $103,949-72.7% | $69,182-59.0% | $273,961-89.6% |
| Participation rate | 44.4% | 67.4%-22.9pp | 55.1%-10.7pp | 83.0%-38.6pp |
| Annual return | 6.70% | 35.28%-28.6pp | -21.93%+28.6pp | 41.45%-34.7pp |
| Employer contribution / active EE | $302 | $1,783-83.1% | $1,206-75.0% | $4,869-93.8% |
| Participant deferral / active EE | $818 | $2,716-69.9% | $1,897-56.9% | $5,287-84.5% |
| Admin fee / account holder | $7,625 | $3,671+107.7% | $2,697+182.8% | $10,132-24.7% |