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 | $53,970 | $95,862-43.7% | $79,550-32.2% | $134,475-59.9% |
| Participation rate | 68.2% | 75.0%-6.9pp | 69.5%-1.3pp | 81.2%-13.0pp |
| Annual return | -16.39% | -2.69%-13.7pp | 0.16%-16.6pp | 417.96%-434.4pp |
| Employer contribution / active EE | $703 | $3,128-77.5% | $2,413-70.9% | $4,740-85.2% |
| Participant deferral / active EE | $1,193 | $4,693-74.6% | $3,985-70.1% | $6,400-81.4% |
| Admin fee / account holder | $11,868 | $9,126+30.0% | $6,832+73.7% | $11,426+3.9% |