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 | $41,376 | $95,193-56.5% | $76,523-45.9% | $135,375-69.4% |
| Participation rate | 37.5% | 74.4%-36.9pp | 68.0%-30.5pp | 82.6%-45.1pp |
| Annual return | -0.78% | 4.85%-5.6pp | -0.27%-0.5pp | 519.73%-520.5pp |
| Employer contribution / active EE | $584 | $3,302-82.3% | $2,647-77.9% | $4,779-87.8% |
| Participant deferral / active EE | $1,463 | $4,639-68.5% | $3,835-61.9% | $5,609-73.9% |
| Admin fee / account holder | $6,046 | $6,249-3.2% | $4,848+24.7% | $10,827-44.2% |