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 | $100,934 | $105,860-4.7% | $90,749+11.2% | $134,475-24.9% |
| Participation rate | 42.1% | 78.2%-36.1pp | 75.7%-33.6pp | 81.2%-39.1pp |
| Annual return | -17.75% | -11.01%-6.7pp | -12.16%-5.6pp | 417.96%-435.7pp |
| Employer contribution / active EE | $649 | $3,462-81.2% | $2,921-77.8% | $4,740-86.3% |
| Participant deferral / active EE | $3,732 | $5,216-28.4% | $4,564-18.2% | $6,400-41.7% |
| Admin fee / account holder | $930 | $13,938-93.3% | $8,445-89.0% | $11,426-91.9% |