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 | $35,538 | $57,354-38.0% | $83,848-57.6% | $64,186-44.6% |
| Participation rate | 27.3% | 68.6%-41.3pp | 76.1%-48.9pp | 69.6%-42.3pp |
| Annual return | -5.69% | 11.38%-17.1pp | 850.88%-856.6pp | 7.63%-13.3pp |
| Employer contribution / active EE | $706 | $2,545-72.3% | $3,631-80.6% | $2,381-70.4% |
| Participant deferral / active EE | $1,332 | $2,993-55.5% | $4,082-67.4% | $3,470-61.6% |
| Admin fee / account holder | $1,610 | $4,046-60.2% | $5,478-70.6% | $4,888-67.1% |