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 | $34,898 | $43,723-20.2% | $121,196-71.2% | $64,186-45.6% |
| Participation rate | 43.5% | 58.3%-14.8pp | 71.7%-28.3pp | 69.6%-26.1pp |
| Annual return | -6.97% | 68.91%-75.9pp | 16.93%-23.9pp | 7.63%-14.6pp |
| Employer contribution / active EE | $645 | $1,296-50.3% | $4,022-84.0% | $2,381-72.9% |
| Participant deferral / active EE | $1,972 | $2,280-13.5% | $3,344-41.0% | $3,470-43.2% |
| Admin fee / account holder | $1,076 | $3,501-69.3% | $5,019-78.6% | $4,888-78.0% |