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 | $14,592 | $91,911-84.1% | $68,793-78.8% | $135,375-89.2% |
| Participation rate | 61.1% | 76.7%-15.6pp | 72.2%-11.1pp | 82.6%-21.5pp |
| Annual return | -8.36% | -8.22%-0.1pp | -4.63%-3.7pp | 519.73%-528.1pp |
| Employer contribution / active EE | $734 | $3,924-81.3% | $2,625-72.0% | $4,779-84.6% |
| Participant deferral / active EE | $2,082 | $4,315-51.8% | $3,311-37.1% | $5,609-62.9% |
| Admin fee / account holder | $2,105 | $9,240-77.2% | $5,131-59.0% | $10,827-80.6% |