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 | $49,441 | $82,664-40.2% | $125,339-60.6% | $68,494-27.8% |
| Participation rate | 43.3% | 75.0%-31.7pp | 82.4%-39.0pp | 67.9%-24.6pp |
| Annual return | -16.56% | -5.97%-10.6pp | 572.05%-588.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $739 | $3,381-78.1% | $4,814-84.6% | $2,596-71.5% |
| Participant deferral / active EE | $4,528 | $6,110-25.9% | $7,446-39.2% | $4,027+12.4% |
| Admin fee / account holder | $4,902 | $6,275-21.9% | $10,010-51.0% | $5,403-9.3% |