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 | $49,551 | $107,791-54.0% | $90,645-45.3% | $135,375-63.4% |
| Participation rate | 45.8% | 78.0%-32.2pp | 74.0%-28.2pp | 82.6%-36.8pp |
| Annual return | -5.67% | -0.90%-4.8pp | 1.88%-7.6pp | 519.73%-525.4pp |
| Employer contribution / active EE | $337 | $3,018-88.8% | $2,532-86.7% | $4,779-92.9% |
| Participant deferral / active EE | $1,260 | $3,872-67.5% | $3,425-63.2% | $5,609-77.5% |
| Admin fee / account holder | $10,318 | $5,930+74.0% | $4,994+106.6% | $10,827-4.7% |