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 | $30,351 | $82,286-63.1% | $68,791-55.9% | $134,475-77.4% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | -17.25% | -2.19%-15.1pp | -6.38%-10.9pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,018 | $3,301-38.9% | $2,655-24.0% | $4,740-57.4% |
| Participant deferral / active EE | $2,255 | $4,739-52.4% | $3,941-42.8% | $6,400-64.8% |
| Admin fee / account holder | $6,041 | $6,481-6.8% | $4,932+22.5% | $11,426-47.1% |