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 | $64,057 | $105,860-39.5% | $90,749-29.4% | $134,475-52.4% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.7%-9.0pp | 81.2%-14.6pp |
| Annual return | -16.55% | -11.01%-5.5pp | -12.16%-4.4pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,801 | $3,462-48.0% | $2,921-38.4% | $4,740-62.0% |
| Participant deferral / active EE | $7,763 | $5,216+48.8% | $4,564+70.1% | $6,400+21.3% |
| Admin fee / account holder | $1,282 | $13,938-90.8% | $8,445-84.8% | $11,426-88.8% |