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 | $25,542 | $92,222-72.3% | $76,768-66.7% | $135,375-81.1% |
| Participation rate | 52.9% | 79.8%-26.8pp | 77.0%-24.0pp | 82.6%-29.7pp |
| Annual return | -4.79% | 5.46%-10.2pp | 2.43%-7.2pp | 519.73%-524.5pp |
| Employer contribution / active EE | $722 | $3,216-77.5% | $2,485-70.9% | $4,779-84.9% |
| Participant deferral / active EE | $4,373 | $4,509-3.0% | $3,852+13.5% | $5,609-22.0% |
| Admin fee / account holder | $1,375 | $10,748-87.2% | $6,675-79.4% | $10,827-87.3% |