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 | $47,243 | $167,307-71.8% | $143,757-67.1% | $134,475-64.9% |
| Participation rate | 55.6% | 84.8%-29.3pp | 80.3%-24.8pp | 81.2%-25.7pp |
| Annual return | -19.46% | 0.46%-19.9pp | -0.04%-19.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,837 | $5,619-67.3% | $4,951-62.9% | $4,740-61.2% |
| Participant deferral / active EE | $3,400 | $6,446-47.3% | $5,637-39.7% | $6,400-46.9% |
| Admin fee / account holder | $2,429 | $18,088-86.6% | $14,673-83.4% | $11,426-78.7% |