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 | $23,070 | $92,222-75.0% | $76,768-69.9% | $135,375-83.0% |
| Participation rate | 37.5% | 79.8%-42.3pp | 77.0%-39.5pp | 82.6%-45.1pp |
| Annual return | -3.31% | 5.46%-8.8pp | 2.43%-5.7pp | 519.73%-523.0pp |
| Employer contribution / active EE | $731 | $3,216-77.3% | $2,485-70.6% | $4,779-84.7% |
| Participant deferral / active EE | $5,447 | $4,509+20.8% | $3,852+41.4% | $5,609-2.9% |
| Admin fee / account holder | $5,322 | $10,748-50.5% | $6,675-20.3% | $10,827-50.8% |