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 | $45,494 | $82,286-44.7% | $68,791-33.9% | $134,475-66.2% |
| Participation rate | 8.7% | 75.1%-66.4pp | 69.0%-60.3pp | 81.2%-72.5pp |
| Annual return | -19.62% | -2.19%-17.4pp | -6.38%-13.2pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,260 | $3,301-61.8% | $2,655-52.6% | $4,740-73.4% |
| Participant deferral / active EE | $2,966 | $4,739-37.4% | $3,941-24.8% | $6,400-53.7% |
| Admin fee / account holder | $596 | $6,481-90.8% | $4,932-87.9% | $11,426-94.8% |