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 | $41,497 | $82,286-49.6% | $68,791-39.7% | $134,475-69.1% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | -17.17% | -2.19%-15.0pp | -6.38%-10.8pp | 417.96%-435.1pp |
| Employer contribution / active EE | $809 | $3,301-75.5% | $2,655-69.5% | $4,740-82.9% |
| Participant deferral / active EE | $2,891 | $4,739-39.0% | $3,941-26.7% | $6,400-54.8% |
| Admin fee / account holder | $5,378 | $6,481-17.0% | $4,932+9.1% | $11,426-52.9% |