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 | $39,135 | $85,790-54.4% | $67,313-41.9% | $135,375-71.1% |
| Participation rate | 69.2% | 76.5%-7.2pp | 69.1%+0.1pp | 82.6%-13.4pp |
| Annual return | -6.71% | -0.54%-6.2pp | -4.08%-2.6pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,769 | $3,487-20.6% | $2,566+7.9% | $4,779-42.1% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $333 | $6,392-94.8% | $4,507-92.6% | $10,827-96.9% |