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 | $72,935 | $105,860-31.1% | $90,749-19.6% | $134,475-45.8% |
| Participation rate | 63.2% | 78.2%-15.1pp | 75.7%-12.5pp | 81.2%-18.1pp |
| Annual return | -13.23% | -11.01%-2.2pp | -12.16%-1.1pp | 417.96%-431.2pp |
| Employer contribution / active EE | $1,942 | $3,462-43.9% | $2,921-33.5% | $4,740-59.0% |
| Participant deferral / active EE | $3,443 | $5,216-34.0% | $4,564-24.6% | $6,400-46.2% |
| Admin fee / account holder | $480 | $13,938-96.6% | $8,445-94.3% | $11,426-95.8% |