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 | $46,918 | $105,860-55.7% | $90,749-48.3% | $134,475-65.1% |
| Participation rate | 60.0% | 78.2%-18.2pp | 75.7%-15.7pp | 81.2%-21.2pp |
| Annual return | -17.88% | -11.01%-6.9pp | -12.16%-5.7pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,097 | $3,462-68.3% | $2,921-62.4% | $4,740-76.8% |
| Participant deferral / active EE | $2,578 | $5,216-50.6% | $4,564-43.5% | $6,400-59.7% |
| Admin fee / account holder | $727 | $13,938-94.8% | $8,445-91.4% | $11,426-93.6% |