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 | $32,336 | $95,193-66.0% | $76,523-57.7% | $135,375-76.1% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | -9.27% | 4.85%-14.1pp | -0.27%-9.0pp | 519.73%-529.0pp |
| Employer contribution / active EE | $943 | $3,302-71.4% | $2,647-64.4% | $4,779-80.3% |
| Participant deferral / active EE | $1,345 | $4,639-71.0% | $3,835-64.9% | $5,609-76.0% |
| Admin fee / account holder | $311 | $6,249-95.0% | $4,848-93.6% | $10,827-97.1% |