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 | $28,269 | $127,386-77.8% | $115,037-75.4% | $125,391-77.5% |
| Participation rate | 68.2% | 84.2%-16.0pp | 81.4%-13.2pp | 83.2%-15.0pp |
| Annual return | -1.23% | 31.28%-32.5pp | 26.14%-27.4pp | 282.22%-283.5pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,947 | $6,423-54.1% | $6,026-51.1% | $5,352-44.9% |
| Admin fee / account holder | $1,676 | $9,516-82.4% | $8,175-79.5% | $9,540-82.4% |