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 | $31,723 | $95,862-66.9% | $79,550-60.1% | $134,475-76.4% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -15.98% | -2.69%-13.3pp | 0.16%-16.1pp | 417.96%-433.9pp |
| Employer contribution / active EE | $870 | $3,128-72.2% | $2,413-64.0% | $4,740-81.7% |
| Participant deferral / active EE | $1,788 | $4,693-61.9% | $3,985-55.1% | $6,400-72.1% |
| Admin fee / account holder | $5,353 | $9,126-41.3% | $6,832-21.6% | $11,426-53.1% |