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 | $29,252 | $211,958-86.2% | $169,463-82.7% | $135,375-78.4% |
| Participation rate | 62.5% | 82.6%-20.1pp | 77.8%-15.3pp | 82.6%-20.1pp |
| Annual return | -2.20% | 3.26%-5.5pp | 1.83%-4.0pp | 519.73%-521.9pp |
| Employer contribution / active EE | $440 | $5,120-91.4% | $4,159-89.4% | $4,779-90.8% |
| Participant deferral / active EE | $1,819 | $6,075-70.1% | $5,277-65.5% | $5,609-67.6% |
| Admin fee / account holder | $10,889 | $11,471-5.1% | $9,109+19.5% | $10,827+0.6% |