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 | $67,403 | $175,600-61.6% | $129,110-47.8% | $134,475-49.9% |
| Participation rate | 66.7% | 81.6%-14.9pp | 77.3%-10.6pp | 81.2%-14.6pp |
| Annual return | -4.32% | -11.39%+7.1pp | -10.94%+6.6pp | 417.96%-422.3pp |
| Employer contribution / active EE | $1,240 | $6,355-80.5% | $5,052-75.5% | $4,740-73.8% |
| Participant deferral / active EE | $2,866 | $7,975-64.1% | $6,542-56.2% | $6,400-55.2% |
| Admin fee / account holder | $913 | $23,567-96.1% | $14,302-93.6% | $11,426-92.0% |