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 | $38,109 | $158,817-76.0% | $121,196-68.6% | $135,375-71.8% |
| Participation rate | 54.2% | 79.3%-25.1pp | 71.7%-17.6pp | 82.6%-28.5pp |
| Annual return | -8.73% | -0.64%-8.1pp | 16.93%-25.7pp | 519.73%-528.5pp |
| Employer contribution / active EE | $721 | $5,665-87.3% | $4,022-82.1% | $4,779-84.9% |
| Participant deferral / active EE | $1,305 | $4,005-67.4% | $3,344-61.0% | $5,609-76.7% |
| Admin fee / account holder | $940 | $6,512-85.6% | $5,019-81.3% | $10,827-91.3% |