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 | $94,299 | $107,791-12.5% | $90,645+4.0% | $135,375-30.3% |
| Participation rate | 22.2% | 78.0%-55.8pp | 74.0%-51.8pp | 82.6%-60.4pp |
| Annual return | -4.87% | -0.90%-4.0pp | 1.88%-6.8pp | 519.73%-524.6pp |
| Employer contribution / active EE | $459 | $3,018-84.8% | $2,532-81.9% | $4,779-90.4% |
| Participant deferral / active EE | $2,221 | $3,872-42.6% | $3,425-35.1% | $5,609-60.4% |
| Admin fee / account holder | $541 | $5,930-90.9% | $4,994-89.2% | $10,827-95.0% |