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 | $43,110 | $69,010-37.5% | $159,960-73.0% | $68,494-37.1% |
| Participation rate | 54.9% | 65.4%-10.5pp | 78.0%-23.1pp | 67.9%-13.0pp |
| Annual return | -16.90% | -9.65%-7.3pp | 408.60%-425.5pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,990 | $2,213-10.1% | $4,226-52.9% | $2,596-23.3% |
| Participant deferral / active EE | $2,528 | $4,212-40.0% | $6,182-59.1% | $4,027-37.2% |
| Admin fee / account holder | $1,902 | $4,798-60.4% | $8,698-78.1% | $5,403-64.8% |