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 8-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 | $28,850 | $97,881-70.5% | $80,004-63.9% | $125,391-77.0% |
| Participation rate | 69.6% | 77.9%-8.3pp | 73.0%-3.4pp | 83.2%-13.6pp |
| Annual return | -0.41% | 9.36%-9.8pp | 7.63%-8.0pp | 282.22%-282.6pp |
| Employer contribution / active EE | $251 | $3,128-92.0% | $2,473-89.9% | $4,866-94.8% |
| Participant deferral / active EE | $1,594 | $3,744-57.4% | $3,204-50.3% | $5,352-70.2% |
| Admin fee / account holder | $717 | $6,278-88.6% | $5,033-85.7% | $9,540-92.5% |