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 | $56,200 | $82,286-31.7% | $68,791-18.3% | $134,475-58.2% |
| Participation rate | 52.2% | 75.1%-22.9pp | 69.0%-16.9pp | 81.2%-29.0pp |
| Annual return | -17.46% | -2.19%-15.3pp | -6.38%-11.1pp | 417.96%-435.4pp |
| Employer contribution / active EE | $793 | $3,301-76.0% | $2,655-70.1% | $4,740-83.3% |
| Participant deferral / active EE | $1,687 | $4,739-64.4% | $3,941-57.2% | $6,400-73.6% |
| Admin fee / account holder | $632 | $6,481-90.3% | $4,932-87.2% | $11,426-94.5% |