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 | $24,235 | $107,791-77.5% | $90,645-73.3% | $135,375-82.1% |
| Participation rate | 45.5% | 78.0%-32.6pp | 74.0%-28.6pp | 82.6%-37.2pp |
| Annual return | -7.14% | -0.90%-6.2pp | 1.88%-9.0pp | 519.73%-526.9pp |
| Employer contribution / active EE | $402 | $3,018-86.7% | $2,532-84.1% | $4,779-91.6% |
| Participant deferral / active EE | $490 | $3,872-87.4% | $3,425-85.7% | $5,609-91.3% |
| Admin fee / account holder | $694 | $5,930-88.3% | $4,994-86.1% | $10,827-93.6% |