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 | $31,252 | $95,862-67.4% | $79,550-60.7% | $134,475-76.8% |
| Participation rate | 60.0% | 75.0%-15.0pp | 69.5%-9.5pp | 81.2%-21.2pp |
| Annual return | -15.51% | -2.69%-12.8pp | 0.16%-15.7pp | 417.96%-433.5pp |
| Employer contribution / active EE | $856 | $3,128-72.6% | $2,413-64.5% | $4,740-81.9% |
| Participant deferral / active EE | $2,585 | $4,693-44.9% | $3,985-35.1% | $6,400-59.6% |
| Admin fee / account holder | $429 | $9,126-95.3% | $6,832-93.7% | $11,426-96.2% |