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 7-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 | $10,699 | $95,862-88.8% | $79,550-86.6% | $134,475-92.0% |
| Participation rate | 60.0% | 75.0%-15.0pp | 69.5%-9.5pp | 81.2%-21.2pp |
| Annual return | -18.89% | -2.69%-16.2pp | 0.16%-19.1pp | 417.96%-436.9pp |
| Employer contribution / active EE | $698 | $3,128-77.7% | $2,413-71.1% | $4,740-85.3% |
| Participant deferral / active EE | $1,163 | $4,693-75.2% | $3,985-70.8% | $6,400-81.8% |
| Admin fee / account holder | $433 | $9,126-95.3% | $6,832-93.7% | $11,426-96.2% |