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 | $37,803 | $82,286-54.1% | $68,791-45.0% | $134,475-71.9% |
| Participation rate | 59.1% | 75.1%-16.0pp | 69.0%-9.9pp | 81.2%-22.1pp |
| Annual return | -14.71% | -2.19%-12.5pp | -6.38%-8.3pp | 417.96%-432.7pp |
| Employer contribution / active EE | $517 | $3,301-84.3% | $2,655-80.5% | $4,740-89.1% |
| Participant deferral / active EE | $3,647 | $4,739-23.0% | $3,941-7.5% | $6,400-43.0% |
| Admin fee / account holder | $7,104 | $6,481+9.6% | $4,932+44.0% | $11,426-37.8% |