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 | $70,741 | $91,911-23.0% | $68,793+2.8% | $135,375-47.7% |
| Participation rate | 62.5% | 76.7%-14.2pp | 72.2%-9.7pp | 82.6%-20.1pp |
| Annual return | -7.14% | -8.22%+1.1pp | -4.63%-2.5pp | 519.73%-526.9pp |
| Employer contribution / active EE | $919 | $3,924-76.6% | $2,625-65.0% | $4,779-80.8% |
| Participant deferral / active EE | $3,399 | $4,315-21.2% | $3,311+2.7% | $5,609-39.4% |
| Admin fee / account holder | $615 | $9,240-93.3% | $5,131-88.0% | $10,827-94.3% |