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 | $35,571 | $105,860-66.4% | $90,749-60.8% | $134,475-73.5% |
| Participation rate | 55.6% | 78.2%-22.7pp | 75.7%-20.1pp | 81.2%-25.7pp |
| Annual return | -16.08% | -11.01%-5.1pp | -12.16%-3.9pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,315 | $3,462-62.0% | $2,921-55.0% | $4,740-72.3% |
| Participant deferral / active EE | $3,064 | $5,216-41.3% | $4,564-32.9% | $6,400-52.1% |
| Admin fee / account holder | $2,287 | $13,938-83.6% | $8,445-72.9% | $11,426-80.0% |