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 | $17,540 | $57,354-69.4% | $83,848-79.1% | $64,186-72.7% |
| Participation rate | 45.8% | 68.6%-22.8pp | 76.1%-30.3pp | 69.6%-23.7pp |
| Annual return | -2.56% | 11.38%-13.9pp | 850.88%-853.4pp | 7.63%-10.2pp |
| Employer contribution / active EE | $1,048 | $2,545-58.8% | $3,631-71.1% | $2,381-56.0% |
| Participant deferral / active EE | $2,003 | $2,993-33.1% | $4,082-50.9% | $3,470-42.3% |
| Admin fee / account holder | $1,454 | $4,046-64.0% | $5,478-73.5% | $4,888-70.2% |