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 | $48,439 | $211,958-77.1% | $169,463-71.4% | $135,375-64.2% |
| Participation rate | 47.8% | 82.6%-34.8pp | 77.8%-30.0pp | 82.6%-34.8pp |
| Annual return | -7.40% | 3.26%-10.7pp | 1.83%-9.2pp | 519.73%-527.1pp |
| Employer contribution / active EE | $918 | $5,120-82.1% | $4,159-77.9% | $4,779-80.8% |
| Participant deferral / active EE | $1,207 | $6,075-80.1% | $5,277-77.1% | $5,609-78.5% |
| Admin fee / account holder | $471 | $11,471-95.9% | $9,109-94.8% | $10,827-95.7% |