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 | $38,593 | $52,681-26.7% | $75,781-49.1% | $59,632-35.3% |
| Participation rate | 60.5% | 67.2%-6.7pp | 75.8%-15.3pp | 68.7%-8.1pp |
| Annual return | -2.86% | 2.95%-5.8pp | 9.68%-12.5pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $1,482 | $2,193-32.4% | $3,323-55.4% | $2,203-32.7% |
| Participant deferral / active EE | $2,726 | $2,591+5.2% | $3,651-25.4% | $3,192-14.6% |
| Admin fee / account holder | $1,388 | $3,610-61.5% | $5,299-73.8% | $4,297-67.7% |