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 8-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 | $34,345 | $57,354-40.1% | $83,848-59.0% | $64,186-46.5% |
| Participation rate | 34.9% | 68.6%-33.7pp | 76.1%-41.3pp | 69.6%-34.7pp |
| Annual return | -6.55% | 11.38%-17.9pp | 850.88%-857.4pp | 7.63%-14.2pp |
| Employer contribution / active EE | $714 | $2,545-71.9% | $3,631-80.3% | $2,381-70.0% |
| Participant deferral / active EE | $1,301 | $2,993-56.5% | $4,082-68.1% | $3,470-62.5% |
| Admin fee / account holder | $1,134 | $4,046-72.0% | $5,478-79.3% | $4,888-76.8% |