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 | $39,368 | $82,664-52.4% | $125,339-68.6% | $68,494-42.5% |
| Participation rate | 51.4% | 75.0%-23.6pp | 82.4%-30.9pp | 67.9%-16.5pp |
| Annual return | -17.35% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $934 | $3,381-72.4% | $4,814-80.6% | $2,596-64.0% |
| Participant deferral / active EE | $3,458 | $6,110-43.4% | $7,446-53.6% | $4,027-14.1% |
| Admin fee / account holder | $312 | $6,275-95.0% | $10,010-96.9% | $5,403-94.2% |