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 | $38,905 | $106,115-63.3% | $85,969-54.7% | $125,391-69.0% |
| Participation rate | 64.3% | 84.1%-19.8pp | 76.5%-12.2pp | 83.2%-18.9pp |
| Annual return | -3.73% | 13.93%-17.7pp | 9.32%-13.0pp | 282.22%-286.0pp |
| Employer contribution / active EE | $1,483 | $4,537-67.3% | $3,474-57.3% | $4,866-69.5% |
| Participant deferral / active EE | $2,330 | $4,859-52.1% | $3,829-39.2% | $5,352-56.5% |
| Admin fee / account holder | $8,685 | $8,144+6.6% | $6,053+43.5% | $9,540-9.0% |