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 | $24,348 | $97,044-74.9% | $83,333-70.8% | $135,375-82.0% |
| Participation rate | 44.4% | 80.4%-36.0pp | 77.8%-33.3pp | 82.6%-38.2pp |
| Annual return | -6.58% | 12.31%-18.9pp | 10.63%-17.2pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,044 | $4,143-74.8% | $3,379-69.1% | $4,779-78.2% |
| Participant deferral / active EE | $1,885 | $5,964-68.4% | $5,565-66.1% | $5,609-66.4% |
| Admin fee / account holder | $1,867 | $8,380-77.7% | $7,510-75.1% | $10,827-82.8% |