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 | $29,478 | $97,044-69.6% | $83,333-64.6% | $135,375-78.2% |
| Participation rate | 50.0% | 80.4%-30.4pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -4.68% | 12.31%-17.0pp | 10.63%-15.3pp | 519.73%-524.4pp |
| Employer contribution / active EE | $566 | $4,143-86.3% | $3,379-83.3% | $4,779-88.2% |
| Participant deferral / active EE | $2,589 | $5,964-56.6% | $5,565-53.5% | $5,609-53.8% |
| Admin fee / account holder | $4,627 | $8,380-44.8% | $7,510-38.4% | $10,827-57.3% |