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 | $53,270 | $105,860-49.7% | $90,749-41.3% | $134,475-60.4% |
| Participation rate | 64.3% | 78.2%-14.0pp | 75.7%-11.4pp | 81.2%-16.9pp |
| Annual return | -14.86% | -11.01%-3.9pp | -12.16%-2.7pp | 417.96%-432.8pp |
| Employer contribution / active EE | $1,783 | $3,462-48.5% | $2,921-39.0% | $4,740-62.4% |
| Participant deferral / active EE | $3,806 | $5,216-27.0% | $4,564-16.6% | $6,400-40.5% |
| Admin fee / account holder | $7,400 | $13,938-46.9% | $8,445-12.4% | $11,426-35.2% |