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 | $40,719 | $95,862-57.5% | $79,550-48.8% | $134,475-69.7% |
| Participation rate | 44.4% | 75.0%-30.6pp | 69.5%-25.0pp | 81.2%-36.8pp |
| Annual return | -14.17% | -2.69%-11.5pp | 0.16%-14.3pp | 417.96%-432.1pp |
| Employer contribution / active EE | $659 | $3,128-78.9% | $2,413-72.7% | $4,740-86.1% |
| Participant deferral / active EE | $2,384 | $4,693-49.2% | $3,985-40.2% | $6,400-62.8% |
| Admin fee / account holder | $10,208 | $9,126+11.9% | $6,832+49.4% | $11,426-10.7% |