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 | $44,715 | $95,862-53.4% | $79,550-43.8% | $134,475-66.7% |
| Participation rate | 40.0% | 75.0%-35.0pp | 69.5%-29.5pp | 81.2%-41.2pp |
| Annual return | -18.75% | -2.69%-16.1pp | 0.16%-18.9pp | 417.96%-436.7pp |
| Employer contribution / active EE | $826 | $3,128-73.6% | $2,413-65.8% | $4,740-82.6% |
| Participant deferral / active EE | $4,583 | $4,693-2.3% | $3,985+15.0% | $6,400-28.4% |
| Admin fee / account holder | $5,340 | $9,126-41.5% | $6,832-21.8% | $11,426-53.3% |