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 | $21,659 | $85,790-74.8% | $67,313-67.8% | $135,375-84.0% |
| Participation rate | 61.5% | 76.5%-14.9pp | 69.1%-7.5pp | 82.6%-21.1pp |
| Annual return | -7.49% | -0.54%-6.9pp | -4.08%-3.4pp | 519.73%-527.2pp |
| Employer contribution / active EE | $869 | $3,487-75.1% | $2,566-66.1% | $4,779-81.8% |
| Participant deferral / active EE | $2,612 | $4,651-43.8% | $3,568-26.8% | $5,609-53.4% |
| Admin fee / account holder | $504 | $6,392-92.1% | $4,507-88.8% | $10,827-95.3% |