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 | $77,205 | $95,862-19.5% | $79,550-2.9% | $134,475-42.6% |
| Participation rate | 47.6% | 75.0%-27.4pp | 69.5%-21.9pp | 81.2%-33.6pp |
| Annual return | -8.07% | -2.69%-5.4pp | 0.16%-8.2pp | 417.96%-426.0pp |
| Employer contribution / active EE | $874 | $3,128-72.1% | $2,413-63.8% | $4,740-81.6% |
| Participant deferral / active EE | $2,369 | $4,693-49.5% | $3,985-40.6% | $6,400-63.0% |
| Admin fee / account holder | $7,620 | $9,126-16.5% | $6,832+11.5% | $11,426-33.3% |