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 | $30,431 | $167,307-81.8% | $143,757-78.8% | $134,475-77.4% |
| Participation rate | 57.9% | 84.8%-26.9pp | 80.3%-22.4pp | 81.2%-23.3pp |
| Annual return | -12.35% | 0.46%-12.8pp | -0.04%-12.3pp | 417.96%-430.3pp |
| Employer contribution / active EE | $1,219 | $5,619-78.3% | $4,951-75.4% | $4,740-74.3% |
| Participant deferral / active EE | $2,647 | $6,446-58.9% | $5,637-53.0% | $6,400-58.6% |
| Admin fee / account holder | $4,056 | $18,088-77.6% | $14,673-72.4% | $11,426-64.5% |