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 | $42,081 | $82,286-48.9% | $68,791-38.8% | $134,475-68.7% |
| Participation rate | 62.5% | 75.1%-12.6pp | 69.0%-6.5pp | 81.2%-18.7pp |
| Annual return | -15.11% | -2.19%-12.9pp | -6.38%-8.7pp | 417.96%-433.1pp |
| Employer contribution / active EE | $2,064 | $3,301-37.5% | $2,655-22.3% | $4,740-56.5% |
| Participant deferral / active EE | $6,616 | $4,739+39.6% | $3,941+67.9% | $6,400+3.4% |
| Admin fee / account holder | $651 | $6,481-90.0% | $4,932-86.8% | $11,426-94.3% |