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 4-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 | $19,430 | $52,681-63.1% | $75,781-74.4% | $59,632-67.4% |
| Participation rate | 55.2% | 67.2%-12.1pp | 75.8%-20.6pp | 68.7%-13.5pp |
| Annual return | -0.70% | 2.95%-3.7pp | 9.68%-10.4pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $456 | $2,193-79.2% | $3,323-86.3% | $2,203-79.3% |
| Participant deferral / active EE | $1,028 | $2,591-60.3% | $3,651-71.9% | $3,192-67.8% |
| Admin fee / account holder | $569 | $3,610-84.2% | $5,299-89.3% | $4,297-86.8% |