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 | $36,587 | $105,860-65.4% | $90,749-59.7% | $134,475-72.8% |
| Participation rate | 68.2% | 78.2%-10.1pp | 75.7%-7.5pp | 81.2%-13.0pp |
| Annual return | -15.42% | -11.01%-4.4pp | -12.16%-3.3pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,402 | $3,462-59.5% | $2,921-52.0% | $4,740-70.4% |
| Participant deferral / active EE | $2,892 | $5,216-44.6% | $4,564-36.6% | $6,400-54.8% |
| Admin fee / account holder | $571 | $13,938-95.9% | $8,445-93.2% | $11,426-95.0% |