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 | $47,653 | $95,193-49.9% | $76,523-37.7% | $135,375-64.8% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | -4.77% | 4.85%-9.6pp | -0.27%-4.5pp | 519.73%-524.5pp |
| Employer contribution / active EE | $1,002 | $3,302-69.7% | $2,647-62.1% | $4,779-79.0% |
| Participant deferral / active EE | $2,103 | $4,639-54.7% | $3,835-45.2% | $5,609-62.5% |
| Admin fee / account holder | $727 | $6,249-88.4% | $4,848-85.0% | $10,827-93.3% |