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 | $34,098 | $56,357-39.5% | $104,294-67.3% | $68,494-50.2% |
| Participation rate | 55.7% | 63.3%-7.5pp | 73.3%-17.5pp | 67.9%-12.2pp |
| Annual return | -8.14% | -9.19%+1.0pp | 24.61%-32.8pp | -7.84%-0.3pp |
| Employer contribution / active EE | $968 | $1,960-50.6% | $3,372-71.3% | $2,596-62.7% |
| Participant deferral / active EE | $1,644 | $3,077-46.6% | $4,625-64.5% | $4,027-59.2% |
| Admin fee / account holder | $3,005 | $4,903-38.7% | $7,339-59.1% | $5,403-44.4% |