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 | $68,733 | $95,193-27.8% | $76,523-10.2% | $135,375-49.2% |
| Participation rate | 33.3% | 74.4%-41.1pp | 68.0%-34.7pp | 82.6%-49.3pp |
| Annual return | -8.03% | 4.85%-12.9pp | -0.27%-7.8pp | 519.73%-527.8pp |
| Employer contribution / active EE | $560 | $3,302-83.0% | $2,647-78.8% | $4,779-88.3% |
| Participant deferral / active EE | $1,669 | $4,639-64.0% | $3,835-56.5% | $5,609-70.2% |
| Admin fee / account holder | $1,375 | $6,249-78.0% | $4,848-71.6% | $10,827-87.3% |