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 | $13,076 | $91,911-85.8% | $68,793-81.0% | $135,375-90.3% |
| Participation rate | 40.0% | 76.7%-36.7pp | 72.2%-32.2pp | 82.6%-42.6pp |
| Annual return | -2.81% | -8.22%+5.4pp | -4.63%+1.8pp | 519.73%-522.5pp |
| Employer contribution / active EE | $998 | $3,924-74.6% | $2,625-62.0% | $4,779-79.1% |
| Participant deferral / active EE | $1,996 | $4,315-53.8% | $3,311-39.7% | $5,609-64.4% |
| Admin fee / account holder | $2,877 | $9,240-68.9% | $5,131-43.9% | $10,827-73.4% |