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 | $42,371 | $49,177-13.8% | $79,464-46.7% | $64,186-34.0% |
| Participation rate | 65.4% | 65.0%+0.4pp | 73.3%-8.0pp | 69.6%-4.2pp |
| Annual return | -6.30% | -1.16%-5.1pp | 718.14%-724.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,000 | $2,076-51.8% | $2,800-64.3% | $2,381-58.0% |
| Participant deferral / active EE | $2,557 | $2,821-9.4% | $3,704-31.0% | $3,470-26.3% |
| Admin fee / account holder | $532 | $3,839-86.1% | $5,113-89.6% | $4,888-89.1% |