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 | $50,243 | $167,307-70.0% | $143,757-65.1% | $134,475-62.6% |
| Participation rate | 47.1% | 84.8%-37.8pp | 80.3%-33.2pp | 81.2%-34.2pp |
| Annual return | -17.06% | 0.46%-17.5pp | -0.04%-17.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,759 | $5,619-68.7% | $4,951-64.5% | $4,740-62.9% |
| Participant deferral / active EE | $6,573 | $6,446+2.0% | $5,637+16.6% | $6,400+2.7% |
| Admin fee / account holder | $723 | $18,088-96.0% | $14,673-95.1% | $11,426-93.7% |