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 | $35,063 | $175,600-80.0% | $129,110-72.8% | $134,475-73.9% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.3%-17.3pp | 81.2%-21.2pp |
| Annual return | -14.73% | -11.39%-3.3pp | -10.94%-3.8pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,423 | $6,355-77.6% | $5,052-71.8% | $4,740-70.0% |
| Participant deferral / active EE | $2,822 | $7,975-64.6% | $6,542-56.9% | $6,400-55.9% |
| Admin fee / account holder | $4,668 | $23,567-80.2% | $14,302-67.4% | $11,426-59.1% |