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 | $43,573 | $69,010-36.9% | $159,960-72.8% | $68,494-36.4% |
| Participation rate | 42.0% | 65.4%-23.4pp | 78.0%-36.0pp | 67.9%-25.9pp |
| Annual return | -18.90% | -9.65%-9.3pp | 408.60%-427.5pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,226 | $2,213-44.6% | $4,226-71.0% | $2,596-52.8% |
| Participant deferral / active EE | $2,283 | $4,212-45.8% | $6,182-63.1% | $4,027-43.3% |
| Admin fee / account holder | $1,506 | $4,798-68.6% | $8,698-82.7% | $5,403-72.1% |