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 | $48,390 | $95,862-49.5% | $79,550-39.2% | $134,475-64.0% |
| Participation rate | 56.5% | 75.0%-18.5pp | 69.5%-13.0pp | 81.2%-24.7pp |
| Annual return | -17.26% | -2.69%-14.6pp | 0.16%-17.4pp | 417.96%-435.2pp |
| Employer contribution / active EE | $1,368 | $3,128-56.3% | $2,413-43.3% | $4,740-71.1% |
| Participant deferral / active EE | $2,649 | $4,693-43.5% | $3,985-33.5% | $6,400-58.6% |
| Admin fee / account holder | $446 | $9,126-95.1% | $6,832-93.5% | $11,426-96.1% |