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 | $33,898 | $71,883-52.8% | $86,677-60.9% | $68,494-50.5% |
| Participation rate | 63.9% | 72.2%-8.4pp | 76.6%-12.7pp | 67.9%-4.0pp |
| Annual return | -18.07% | 3.52%-21.6pp | 35.91%-54.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $695 | $2,173-68.0% | $2,836-75.5% | $2,596-73.2% |
| Participant deferral / active EE | $2,347 | $3,779-37.9% | $4,656-49.6% | $4,027-41.7% |
| Admin fee / account holder | $987 | $6,112-83.9% | $7,493-86.8% | $5,403-81.7% |