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 | $25,242 | $85,790-70.6% | $67,313-62.5% | $135,375-81.4% |
| Participation rate | 62.5% | 76.5%-14.0pp | 69.1%-6.6pp | 82.6%-20.1pp |
| Annual return | -7.88% | -0.54%-7.3pp | -4.08%-3.8pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,294 | $3,487-62.9% | $2,566-49.6% | $4,779-72.9% |
| Participant deferral / active EE | $2,917 | $4,651-37.3% | $3,568-18.3% | $5,609-48.0% |
| Admin fee / account holder | $793 | $6,392-87.6% | $4,507-82.4% | $10,827-92.7% |