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 | $50,634 | $82,286-38.5% | $68,791-26.4% | $134,475-62.3% |
| Participation rate | 60.0% | 75.1%-15.1pp | 69.0%-9.0pp | 81.2%-21.2pp |
| Annual return | -15.13% | -2.19%-12.9pp | -6.38%-8.8pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,596 | $3,301-51.7% | $2,655-39.9% | $4,740-66.3% |
| Participant deferral / active EE | $4,187 | $4,739-11.6% | $3,941+6.2% | $6,400-34.6% |
| Admin fee / account holder | $656 | $6,481-89.9% | $4,932-86.7% | $11,426-94.3% |