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 | $46,872 | $82,286-43.0% | $68,791-31.9% | $134,475-65.1% |
| Participation rate | 18.2% | 75.1%-56.9pp | 69.0%-50.8pp | 81.2%-63.0pp |
| Annual return | -17.08% | -2.19%-14.9pp | -6.38%-10.7pp | 417.96%-435.0pp |
| Employer contribution / active EE | $602 | $3,301-81.8% | $2,655-77.3% | $4,740-87.3% |
| Participant deferral / active EE | $1,089 | $4,739-77.0% | $3,941-72.4% | $6,400-83.0% |
| Admin fee / account holder | $1,558 | $6,481-76.0% | $4,932-68.4% | $11,426-86.4% |