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 | $40,630 | $95,193-57.3% | $76,523-46.9% | $135,375-70.0% |
| Participation rate | 22.7% | 74.4%-51.7pp | 68.0%-45.3pp | 82.6%-59.9pp |
| Annual return | -9.53% | 4.85%-14.4pp | -0.27%-9.3pp | 519.73%-529.3pp |
| Employer contribution / active EE | $728 | $3,302-78.0% | $2,647-72.5% | $4,779-84.8% |
| Participant deferral / active EE | $2,192 | $4,639-52.7% | $3,835-42.8% | $5,609-60.9% |
| Admin fee / account holder | $5,651 | $6,249-9.6% | $4,848+16.5% | $10,827-47.8% |