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 | $28,211 | $57,354-50.8% | $83,848-66.4% | $64,186-56.0% |
| Participation rate | 64.4% | 68.6%-4.2pp | 76.1%-11.7pp | 69.6%-5.2pp |
| Annual return | -6.21% | 11.38%-17.6pp | 850.88%-857.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $806 | $2,545-68.3% | $3,631-77.8% | $2,381-66.2% |
| Participant deferral / active EE | $2,498 | $2,993-16.5% | $4,082-38.8% | $3,470-28.0% |
| Admin fee / account holder | $1,410 | $4,046-65.1% | $5,478-74.3% | $4,888-71.1% |