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 | $47,945 | $110,094-56.5% | $151,611-68.4% | $68,494-30.0% |
| Participation rate | 58.2% | 84.0%-25.8pp | 87.5%-29.3pp | 67.9%-9.7pp |
| Annual return | -16.77% | -10.12%-6.7pp | 3.33%-20.1pp | -7.84%-8.9pp |
| Employer contribution / active EE | $5,784 | $4,471+29.4% | $6,166-6.2% | $2,596+122.8% |
| Participant deferral / active EE | $7,292 | $6,527+11.7% | $8,363-12.8% | $4,027+81.1% |
| Admin fee / account holder | $2,229 | $7,719-71.1% | $11,616-80.8% | $5,403-58.7% |