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 | $32,825 | $152,509-78.5% | $117,472-72.1% | $134,475-75.6% |
| Participation rate | 57.1% | 77.1%-19.9pp | 70.6%-13.4pp | 81.2%-24.1pp |
| Annual return | -17.92% | 52.99%-70.9pp | 29.74%-47.7pp | 417.96%-435.9pp |
| Employer contribution / active EE | $361 | $5,571-93.5% | $4,176-91.4% | $4,740-92.4% |
| Participant deferral / active EE | $2,736 | $4,818-43.2% | $4,070-32.8% | $6,400-57.2% |
| Admin fee / account holder | $628 | $7,004-91.0% | $5,645-88.9% | $11,426-94.5% |