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 | $39,542 | $95,193-58.5% | $76,523-48.3% | $135,375-70.8% |
| Participation rate | 52.4% | 74.4%-22.0pp | 68.0%-15.6pp | 82.6%-30.3pp |
| Annual return | -10.20% | 4.85%-15.0pp | -0.27%-9.9pp | 519.73%-529.9pp |
| Employer contribution / active EE | $727 | $3,302-78.0% | $2,647-72.5% | $4,779-84.8% |
| Participant deferral / active EE | $2,940 | $4,639-36.6% | $3,835-23.3% | $5,609-47.6% |
| Admin fee / account holder | $1,279 | $6,249-79.5% | $4,848-73.6% | $10,827-88.2% |