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 | $42,934 | $95,862-55.2% | $79,550-46.0% | $134,475-68.1% |
| Participation rate | 62.5% | 75.0%-12.5pp | 69.5%-7.0pp | 81.2%-18.7pp |
| Annual return | -17.82% | -2.69%-15.1pp | 0.16%-18.0pp | 417.96%-435.8pp |
| Employer contribution / active EE | $906 | $3,128-71.0% | $2,413-62.5% | $4,740-80.9% |
| Participant deferral / active EE | $2,380 | $4,693-49.3% | $3,985-40.3% | $6,400-62.8% |
| Admin fee / account holder | $6,104 | $9,126-33.1% | $6,832-10.7% | $11,426-46.6% |