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 | $42,058 | $77,813-46.0% | $123,544-66.0% | $64,186-34.5% |
| Participation rate | 51.4% | 74.7%-23.3pp | 82.3%-30.9pp | 69.6%-18.1pp |
| Annual return | -6.23% | 12.48%-18.7pp | 119.20%-125.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,523 | $3,014-49.5% | $4,628-67.1% | $2,381-36.0% |
| Participant deferral / active EE | $4,272 | $5,240-18.5% | $6,426-33.5% | $3,470+23.1% |
| Admin fee / account holder | $459 | $5,519-91.7% | $9,284-95.1% | $4,888-90.6% |