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 | $45,804 | $107,791-57.5% | $90,645-49.5% | $135,375-66.2% |
| Participation rate | 66.7% | 78.0%-11.4pp | 74.0%-7.4pp | 82.6%-16.0pp |
| Annual return | -7.33% | -0.90%-6.4pp | 1.88%-9.2pp | 519.73%-527.1pp |
| Employer contribution / active EE | $690 | $3,018-77.1% | $2,532-72.7% | $4,779-85.6% |
| Participant deferral / active EE | $2,895 | $3,872-25.2% | $3,425-15.5% | $5,609-48.4% |
| Admin fee / account holder | $1,207 | $5,930-79.7% | $4,994-75.8% | $10,827-88.9% |