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 | $21,731 | $95,862-77.3% | $79,550-72.7% | $134,475-83.8% |
| Participation rate | 53.8% | 75.0%-21.2pp | 69.5%-15.6pp | 81.2%-27.4pp |
| Annual return | -17.24% | -2.69%-14.6pp | 0.16%-17.4pp | 417.96%-435.2pp |
| Employer contribution / active EE | $860 | $3,128-72.5% | $2,413-64.4% | $4,740-81.9% |
| Participant deferral / active EE | $2,898 | $4,693-38.3% | $3,985-27.3% | $6,400-54.7% |
| Admin fee / account holder | $679 | $9,126-92.6% | $6,832-90.1% | $11,426-94.1% |