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 | $32,790 | $142,344-77.0% | $119,609-72.6% | $134,475-75.6% |
| Participation rate | 57.1% | 82.8%-25.7pp | 79.3%-22.1pp | 81.2%-24.1pp |
| Annual return | -8.61% | -12.44%+3.8pp | -14.97%+6.4pp | 417.96%-426.6pp |
| Employer contribution / active EE | $2,261 | $5,222-56.7% | $4,232-46.6% | $4,740-52.3% |
| Participant deferral / active EE | $7,736 | $6,469+19.6% | $5,602+38.1% | $6,400+20.9% |
| Admin fee / account holder | $28,440 | $13,584+109.4% | $10,323+175.5% | $11,426+148.9% |