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 | $41,024 | $107,791-61.9% | $90,645-54.7% | $135,375-69.7% |
| Participation rate | 56.5% | 78.0%-21.5pp | 74.0%-17.5pp | 82.6%-26.1pp |
| Annual return | -6.79% | -0.90%-5.9pp | 1.88%-8.7pp | 519.73%-526.5pp |
| Employer contribution / active EE | $652 | $3,018-78.4% | $2,532-74.2% | $4,779-86.4% |
| Participant deferral / active EE | $1,009 | $3,872-73.9% | $3,425-70.5% | $5,609-82.0% |
| Admin fee / account holder | $1,498 | $5,930-74.7% | $4,994-70.0% | $10,827-86.2% |