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 | $24,847 | $95,193-73.9% | $76,523-67.5% | $135,375-81.6% |
| Participation rate | 61.5% | 74.4%-12.9pp | 68.0%-6.5pp | 82.6%-21.1pp |
| Annual return | -0.20% | 4.85%-5.0pp | -0.27%+0.1pp | 519.73%-519.9pp |
| Employer contribution / active EE | $606 | $3,302-81.6% | $2,647-77.1% | $4,779-87.3% |
| Participant deferral / active EE | $1,260 | $4,639-72.8% | $3,835-67.2% | $5,609-77.5% |
| Admin fee / account holder | $3,802 | $6,249-39.2% | $4,848-21.6% | $10,827-64.9% |