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 | $37,942 | $142,344-73.3% | $119,609-68.3% | $134,475-71.8% |
| Participation rate | 56.5% | 82.8%-26.3pp | 79.3%-22.7pp | 81.2%-24.7pp |
| Annual return | -17.86% | -12.44%-5.4pp | -14.97%-2.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,546 | $5,222-70.4% | $4,232-63.5% | $4,740-67.4% |
| Participant deferral / active EE | $2,279 | $6,469-64.8% | $5,602-59.3% | $6,400-64.4% |
| Admin fee / account holder | $3,945 | $13,584-71.0% | $10,323-61.8% | $11,426-65.5% |